Karen made our Estate Planning very easy. We had some difficult decisions to make and with her guidance it was made less difficult. She explained all of our options and we were very happy with what we decided to do. We would highly recommend her to anyone needing estate planning.
We Have a Plan to Last for a Long Time
My wife and I had used computer programs to do our wills before but thought it was time to have a lawyer help us update it. Great decision. Karen helped us reorganize our finances and had us add components to our plan that we had never thought of including before. Now we have a plan to last for a long time.
Provided Excellent Legal Work
Karen B. Dawson has provided excellent legal work on my behalf. She is a superior attorney in whom one can place confidence, and receive exceptional service.
Benefited From Her Compassionate But Knowledgeable Direction
Ms. Dawson was extremely helpful to me in sorting through the details of my late husband’s trust and establishing it as a viable legal entity. She assisted me in defining what I needed to address in my own living trust, how best to structure that, and in building the necessary legal documents. Her guidance, skill, and follow-through were very helpful — guiding me through processes which I could not undertake on my own but which were clearly needed and benefited from her compassionate but knowledgeable direction.
Her Attention to Detail is Amazing
I went to Karen with my will to have it changed into a trust. I am a single mother and Karen made me feel at ease. She worked closely with me, asking me a lot of questions to make sure not to leave any important information out of my trust. I made a couple of changes, and she was unbelievably patient. She is very capable and intelligent. Her attention to detail is amazing. I would recommend Karen to anyone who needs a will or trust.
Had Our Best Interests at Heart
Karen helped us with a living trust. She explained everything thoroughly, took her time with the paperwork, gave us 30 days to fix any mistakes we found in the trust, and truly wanted our experience to be “drama free”. She gave us options when we were undecided, and her expert opinion helped guide us to the final product. Karen asked questions regarding our family so she could better serve our needs. I appreciated her candor when she felt we were torn in some of our decisions. Overall, I felt Karen had our best interests at heart; and even supplied us with a check list at the end to make sure we did not forget what we were suppose to do once she turned our living trust over to us. I would definitely recommend Karen to anyone thinking of estate planning.
Professional, Knowledgeable, Detail-Oriented, Creative, and Personable
My husband and I are very happy to highly recommend Karen B. Dawson. Karen is professional, knowledgeable, detail-oriented, creative, and personable — but, best of all — she is very accessible. We contacted her while living and working outside of the U.S. She kindly kept a flexible schedule to accommodate our brief visits home and during every meeting, she patiently made sure that we understood well the process, step by step. She worked hard to incorporate every lighthearted detail we wanted in the creation of our estate plan, which we playfully called The Goal: Zero Balance trust.
Once completed, Karen provided us a beautiful (and seriously comprehensive) estate planning portfolio that includes everything we need to be confident that our financial matters are in terrific order.
Karen has definitely earned our complete confidence and we feel lucky to have found her!