Family & Advisor Feedback

Thank-you so much for the work you have done on my father’s Estate.  I don’t know how I’d have managed without you, and I appreciate so much you calm and assuring manner, your infinite patience and guidance.  I feel like my dad had a way of guiding me to you

I would highly recommend Just Estates to anyone looking for expert help with estate taxes.

I took over as personal representative on an estate where tax filings, etc., had been neglected for several years.  There was a huge volume of paperwork and old taxes that had to be reviewed in order to figure out what had been done and what the next steps were.  I had approached several accounting firms and none of them showed an interest in taking this on.  Just Estates did not hesitate to do so. Karen did a thorough review, outlined what had been done, double checked tax laws for each year involved, and outlined clearly and concisely what the next required steps would be.  Karen was very thorough and each step was completed in a timely manner. She stayed involved during the entire process to the conclusion of the estate.  Any questions I had were quickly and clearly answered.  I would have been quite lost without Karen’s help

I just wanted to let you know how grateful I am for all you have done for me at a most difficult time in my life,  I appreciate having someone so competent, looking after my affairs; affairs I found so overwhelming…

We engaged Karen to guide us through the tax requirements of an estate probate.

She impressed us immediately with her knowledge and experience. Working with her over several months we found her to be:

1. Expert in all areas
2. Professional, competent and thorough
3. Efficient and conscientious; always completing work in a timely manner
4. Reliable and trustworthy
5. Pleasant to work with

We were so happy with her work that we subsequently engaged her to deal with a complex matter for our family trust.

We would not hesitate to recommend Karen to our friends and family.

One of the most important things Karen provides is the ability to integrate major lifestyle decisions, including property ownership, cash flow strategy, and determining how corporate and trust entities can be used to maximize the client’s benefit. There are few families that have the benefit of ensuring their broad financial decisions work into a comprehensive plan. I have observed how Karen’s influence both financially and emotionally assures our mutual client that the major financial decisions they make are optimized, viable over the long-term, and achieve their goals

We totally trust Karen's advice and instincts for our estate management and know she will competently either handle all of the issues herself, or, alternatively, seek assistance from her network of team of professionals to arrive at the best logical conclusion for her clients, providing them peace of mind towards their estate administration requirements.