Southard Estate Planning - Setauket, New York

Southard Estate Planning: A Comprehensive Overview

Southard Estate Planning stands as a dedicated consultant firm committed to providing comprehensive and personalized estate planning services. Located at 175 Main St Suite 5, Setauket, NY 11733, United States, the firm operates with a clear mission: to guide individuals and families through the complexities of planning for their future. Their commitment to client needs is evident in their responsive communication and tailored strategies. The firm’s accessibility is further enhanced by offering on-site services and language assistance, ensuring a welcoming experience for a diverse clientele.

Expertise and Services

Southard Estate Planning specializes in a wide range of estate planning tools and techniques. They assist clients in creating and managing various legal documents, including wills, trusts, powers of attorney, and healthcare directives. The firm’s expertise extends to minimizing estate taxes, protecting assets, and ensuring a smooth transfer of wealth to designated beneficiaries. They prioritize a clear understanding of each client’s unique circumstances, incorporating these details into a bespoke plan. The firm’s approach focuses on proactive planning, designed to address potential challenges and safeguard the client’s legacy. Their dedication to detail and strategic foresight positions them as a reliable partner in navigating these important matters.

Location and Accessibility

The firm’s physical address in Setauket, New York, provides a convenient and professional setting for consultations. Clients can easily access the office at 175 Main St Suite 5, Setauket, NY 11733. Furthermore, Southard Estate Planning demonstrates a strong commitment to inclusivity, offering a wheelchair-accessible car park and gender-neutral toilets, reflecting their dedication to providing a comfortable and welcoming environment for all. The firm also proudly identifies as LGBTQ+ friendly and transgender safe space, further solidifying their values of respect and equality.

Client Feedback and Reputation

Southard Estate Planning has garnered positive feedback from its clients, as evidenced by 12 reviews on Google My Business, with an average opinion of 5/5. These reviews consistently highlight the firm’s professionalism, responsiveness, and dedication to client satisfaction. A recurring theme within the feedback emphasizes the thoroughness of Katherine’s work, particularly in clarifying trust specifics and offering sound legal counsel. Clients appreciate her promptness in returning calls and her ability to provide tailored advice. The firm’s commitment to building strong client relationships is clearly valued, with many expressing delight in the services provided. The positive experiences shared suggest a dedication to not only meeting but exceeding client expectations. The firm’s reputation for reliability and expertise is a significant factor in its continued success.

Key Features and Benefits

• Personalized Planning: Tailored strategies based on individual needs and circumstances.
• Comprehensive Services: A full range of estate planning tools, including wills, trusts, and powers of attorney.
• Expert Guidance: Experienced consultants providing clear and concise legal advice.
• Accessibility: Convenient location, on-site services, and language assistance.
• Inclusive Environment: Wheelchair-accessible facilities and a commitment to LGBTQ+ and transgender safety.

Contact Information

For inquiries or to schedule a consultation, you can reach Southard Estate Planning at Phone: 6318181725. You can also explore their website for further information: Website: southardestateplanning.com.

Southard Estate Planning strives to provide peace of mind to its clients, knowing their estate plan is secure and aligned with their wishes. Their dedication to client satisfaction and a commitment to ethical practices makes them a trusted resource for individuals and families seeking comprehensive estate planning solutions.

👍 Reviews of Southard Estate Planning

Barbara W.

5/5

Katherine is always available to clarify specifics in your trust. She returns calla promptly and offers advice on the best way to resolve your legal concern. She has helped several friends of mine. They were very satisfied with the work she did for them. I am happy to highly recommend her services.

Lori P.

5/5

I recommend Southard Estate Planning to anyone who is making a Will or Estate or is trying to figure out a Will or Estate by another person. I was a beneficiary in a complicated Will and Katherine got me through it with competence and kindness. I cannot recommend her strongly enough. I had gone to some other lawyers to help me and, honestly, I knew none of them would work on my behalf and many were not very nice during what was a difficult time, the death of my friend. Katherine was a bright light among them and I could never thank her enough for her competence and kindness.

info S.

5/5

Katherine is an incredibly easy lawyer to work with. She is like a friend! She made the experience of forming a will/trust EASY and painless. It was fast. She took as much time as I needed to explain the process and all the legal jargon with me. She made a scary process easy and painless. Now my affairs are in order - thank you Katherine! 5 STARs is not enough.

lisa P.

5/5

Katherine has helped my family navigate my late mother's estate and executed our family's wills and trust. She is knowledgeable, professional, patient, and empathetic. Her support staff reflects her high standards.

James C.

5/5

Katie and Lauren did a fantastic job on our estate plan. They took careful time to understand our situation and then, designed a plan to meet our goals. They identified opportunities to protect our assets and our children's inheritance, that we didn't know were available. They designed a plan that put us at ease regarding probate and estate taxes. They were delightful to work with and we couldn't recommend them more highly.

Nikki T.

5/5

Katherine is reliable, responsive and dependable. She has been a huge help to us and is always available to answer a question (even if it is a minor legal question). We have recommended Katherine to several people and will continue to do so. Her service is world class.

Jennifer L.

5/5

Katherine is incredible! She took time and care in creating our trust. She was communicative, thoughtful and compassionate, and got to know us in order to create a trust that fit our family best. I would recommend Katherine to any family without hesitation.

Pilates. E. L.

5/5

Katherine is not only wise but brilliant.
I assure you, this is no understatement.
She has decades of experiences and 100s of clients' cases from which to pull. Her ability to hone in on all her clients' needs AND desires all while intelligently working and expertly explaining what needs to be done, is remarkable!
She is unbelievably calm too; the quiet in the storm.