Kerri Castellini

I just experience the worst service ever in the communication with Madeline a client manager. I left the conversation feeling as though I irritated her by simply asking about what was included with the set rate for creating a trust. To commit to a $400 consultation fee which she provided no insight to what that involved and the outcome of the discussion - a $1000 flat rate for creating a trust but could not tell me the level of effort involved I.e does this cost include the firm owning the engagement process with my mortgage company and other entities that will fund the trust I am not sure why I would proceed. I then had to ask her to reach back for more insight to answer my questions and then she became very short with me. Whatever happen to good customer service!
Mar 11th, 2021

Kerri made us feel comfortable and helped us understand our options. She made things very understandable and was very efficient. We feel confident recommending Kerri to anyone needing to get their estate in order.
Apr 24th, 2019

Kerri and her team were extremely friendly and supportive. We felt very comfortable through the entire process and would definitely recommend her to anyone looking to set up their wills and estate.
Jan 5th, 2019

Kerri was thorough, approachable, efficient and kind in helping me set up a will and other documents recently. I have already recommended her to several friends!
Sep 1st, 2018

I highly recommend her services. Kerri and her team are very knowledgeable and friendly.
Aug 31st, 2018