Estatewise Advisory happy clients

Jennifer is a polished and compassionate subject matter expert in estate planning. She walks through options enabling clients to make well informed decisions. It is a pleasure to work with Jennifer.

Laura P., MPA

Jennifer helped my husband and me with estate planning, wills, and a real estate matter. She is extremely knowledgeable, efficient and responsive. We found her manner to be very warm and friendly. She explained things to us very clearly and took the time to make sure we understood and were comfortable with the documents and overall process. Her staff was helpful and pleasant to deal with. We were very happy with the whole experience.

susan r.

My wife and I worked with Jennifer on getting our estate planning completed. It could not have gone any better. Jennifer walked us through the complex process with a high level of professionalism. She took the time to explain everything and answer all our questions. It was a fantastic experience and I would highly recommend her. 

timothy f.

We worked with Attorney Jennifer Taddeo to update our estate planning documentation. We were extremely impressed by Jennifer’s understanding of the estate planning process, her attention to detail, and her ability to translate complicated legal language and issues into plain English. Jennifer is kind, experienced, and has a great rapport with clients. My wife and I felt supported by Jennifer through each step of the process and would highly recommend her for your estate planning needs. 

michael n.

We met with Jennifer to create our personal legal documents (wills, trusts, power of attorney, etc). First off, we have very busy travel schedules, and Jennifer and her team were very accommodating for us. When we met in her office, Jennifer took the time to review all of the documents, options, and what they meant. She was able to provide a flow chart to show the benefits of creating an irrevocable trust, which was great to put the "legal speak" to a common understanding. When it was time for us to sign all of our documents, we ran into some trouble with our notary, and Jennifer and her team were so gracious to allow us to come to the office (with 40 mins notice) so we could get the documents signed before we headed off to Europe. In the end, Jennifer is a very experienced lawyer, and really did a great job for us in explaining and creating our essential legal documentation. Highly recommended!

mary b.

I can not say enough good things about working with Jennifer on my estate planning. I greatly appreciated her attention to detail and her sound advice regarding my affairs. She and her team were efficient and focused from day one. Jennifer is a skilled attorney and a wonderful person to work with!

maria m.

Jennifer and team did a fantastic job of walking us through the estate planning process and advising us on how to think about various options for our family's future. She was able to explain a very complex process in plain English that we could actually understand. I would highly recommended her for any of your estate planning needs.

kyle d.

We met Jennifer from a mutual friend. She was a g-dsend in estate planning asking us questions that we had not thought of. I feel very confident that our will and estate planning was well executed and that any issues we may need to revise in the future will be well handled. Her staff of paralegals was also very helpful ensuring that they translated the legal words so we could better understand the process. 

joy r.

Jennifer and her team were amazing as they guided me through tough decisions about planning for my family’s future. Her team was caring and thorough and made the process easier than I could have expected. I highly recommend her! 

rebekah v.

Estate planning can be a daunting task. In essence, you are facing and making significant decisions around the face or mortality. My wife and I have been ready and looking to move forward on this front for the past few years. The hiccup: finding the right firm and lawyer that we felt we could trust on this task, and as we also knew that we would have some more complicated considerations in how and what we wanted to set up. 
We really lucked into a recommendation to Jennifer. She was the first estate lawyer we were able to connect with who really seemed to have a passion for her profession and her clients, as well as immediately understanding our priorities and vision. 
Thus, I would not hesitate to recommend Jennifer to anyone looking for assistance in estate planning. We worked through the process with her, it was seamless, and exactly as she described, and we are very happy with the work and outcomes.

andy c.

Jennifer, and her entire team, were wonderful to work with throughout the estate planning process. Jennifer took as much time as we needed to answer our questions, and her expertise and experience made the process clear and straightforward. Jennifer worked with our schedules and specific needs to make both the process and final product just what we needed. I highly recommend Jennifer.

tera H.

Jennifer took care of my estate planning. The first time I met her, I knew she was the right person to deal with. She is very passionate about her work. She took the time to explain what my options are and most importantly what are the best options to choose. She was very responsive and the quality of her work was excellent and very professional. I highly recommend her if you are looking for someone to take care of your estate planning.

patricia g., cpa, CGA

Jennifer is a trusted advisor who I hold in extremely high regard. She is a sound practitioner who is committed to providing superior legal service while also using exceptional communication skills. Jennifer cares about her clients and often takes the initiative of going the "extra mile" to make sure that she meets the needs of all clients. 
If you have not done so already, take the time to get to know her.

david g.

My wife Lisa and I worked extensively with Jennifer to develop a comprehensive estate plan that would work and at the same time accommodate the complexity of our families and careers. She brought forth many ideas and strategies for dealing with some of the thorny issues based on her vast experience. Jennifer is a consummate professional who delivers the exquisite details needed for these documents yet at the same explains them in plain English. We highly recommend her for estate planning. 

steve s.

I recently went to Jenn to attend to my long overdue estate planning documents. I found her to be thorough and was pleased she made sure the documents were appropriate for my situation, not more than I needed. Jenn understood my reasons for wanting more specificity in certain Clauses and drafted language to address my concerns clearly. I found her and her staff to be efficient and responsive. Jenn provided clear information and explanations reagrding each of the documents to be drafted. Jenn is easy to talk with and helped me be more comfortable with the task at hand.

janet r.

Jennifer was great to work with - patient, knowledgable, professional, detail oriented, and responsive. We're very busy and she made the process as easy as possible and was accommodating with our unpredictable schedules. 

sam z.

It was a pleasure working with Jennifer. She is very detailed and helped my family develop a great Estate Plan that met and exceeded our criteria. I sincerely recommend Jennifer for any type of Estate Planning.

william a.

Jennifer Taddeo has done outstanding estate planning work for my husband and I as well as a couple of our elder family members. She is always very professional, yet warm, friendly and easy to talk to. She is thorough in planning for our specific needs and ensures we understand the details. Her follow-up and attention to detail are the best I've seen. I would recommend Jennifer to anyone in need of estate planning help.

susan s.

My wife and I had put off doing any estate planning for a long time. In fact it was the only open item in our financial plan. Part of the issue was that my wife and I were being a bit irrational and just wanted to avoid the topic. Jen made the process easy and painless, and a little fun. My wife, Jen and I laughed our way through the process. Jen's pre-first meeting checklist and final meeting "flowchart" made us feel extremely comfortable that everything that was supposed to be covered was and that we understood all the contingencies. As we left the final (signing) meeting, my wife said to me, "she's really good and make this stuff easy and comfortable, you should refer her to everyone you know". So, I will do that as well as endorse Jen wholeheartedly here in a public forum.

greg d.

I have engaged Jennifer for multiple legal issues and will continue to do so. She is thorough, responsive and a real subject matter expert. As I live and work in a different state, much of the heavy lifting was done by email, phone and FedEx, which worked perfectly with my schedule and desire to keep costs manageable.

christopher d.