"Lizette was VERY thorough in helping us plan and execute our revocable living trust. She took the time needed to help us determine exactly what we needed to do in order to accomplish our goals, as stated. We never felt rushed or pushed to hurry through this process and she was careful to be sure we addressed everything that was likely to become an issue at some point in the future. We would use her services again!"
“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.
“I appreciate Lizette's professional, but caring support through my Mom's last years and passing and also the help with my own trust. My experience with Sundvick Legacy services was very positive in every aspect.”
- Judy A.
