Cassidy was professional, personal, informative and fun. It mad the whole process more enjoyable. Don't remember the woman's name we signed papers with but she and entire staff excellent.
My wife and I had moved to Florida from Massachusetts a few years ago when I retired. I had put off my Estate planning and needed to find a good attorney to help us with this undertaking. We had a relatively complex estate with a diversity of assets located in many states. We found the Estate Planning & Elder Law Center of Brevard online with excellent reviews. To that end we made an appointment and met with Cassidy and Robin Petersen. What we liked about these two professionals is that they were great listeners. My wife and I had children from our marriage as well as children from previous marriages adding some complexity to our own planning process. We also had different ideas, concerns and objectives with living wills and health care power of attorneys. We had multiple meetings with worked through lots of issues and got this important process done.
As a former CPA, COO and President of a Private Equity firm I have worked with countless tax and law professionals in my career. As such I have seen great, good and not so good tax and law professionals. Cassidy and Robin are real pros! My wife and I both now feel extremely confident that if something happened to either one of us or worse both of us we have a great estate plan in place and two awesome people who would be there to help my wife or I or our children get through a difficult time. We also liked working with their very attentive and professional staff members who also worked on our plan! We highly recommend this Firm!
Made meetings with principals and staff very enjoyable and a learning experience for us. Staff was responsive to our needs.
Very professional in execution of process details and results expected. Made a complex task to be simple to understand and easy to execute.
I found Roger Klaffka very engaging, extremely friendly and able to help me understand all the legalese. I would recommend your firm.
Great customer service. All staff friendly putting me at ease immediately. Cassidy and Kristeena were very knowledgeable and made everything clear. Office staff also welcoming and pleasant. Extremely pleased. Already recommended them to friends.
Mr. Roger Klaffka, Kristeena and staff were very professional and pleasant. We were very comfortable with them. If needed, we will recommend them to others.
We had a good experience from the staff and Miss Kristeena. Very explicit on subject. We are looking forward for new contact. Thanks.
Robin M. Petersen and his staff were a pleasure to work with. They had everything laid out and make the process smooth and easy. The price was affordable too. I am very glad we chose them. I highly recommend them for estate planning.
Our experience with your firm was stellar from start to finish. Miss Petersen was extremely professional and thorough as was the entire staff.
Mr. Klaffka and the staff were amazing to work with. They are extremely knowledgeable and professional. They made the process of finally setting up a trust far more painless than I expected. I have recommended this group to many of my friends at Patrick Air force Base!
Great transition from educational session at One Senior Place, handouts, to office consult, completion of complete documents and follow-up.
Overall experience was excellent!
Robin was very accessible and willing to meet to answer all of our questions. Danielle was very friendly and responsive to my emails. Kristeena was absolutely fantastic. I had a lot of questions and she thoroughly and patiently answered each one that I posed via email. She was absolutely delightful to work with.
I was very pleased. Appreciated Roger Klaffka's up to date knowledge. He listened very well and understood my situation. Paralegals and support staff were knowledgeable and professional.
Great experience. Roger was knowledgeable, personable and overall great to work with.
All the people we dealt with were friendly and knowledgeable. They answered all our questions without hesitation.
Friendly, efficient and Professional service!
We were very much impressed with the thoroughness and cost of preparing our estate. Along with the process and the speed. We now can rest easy knowing that our affairs were properly handled.
Mr. Petersen and staff were professional, friendly, easy to communicate with, real person answers the phone, no button pushing.
I am not going to get all verbal but I don't believe things could have been any better. Staff, personalities, trust, etc., etc. etc. Thanks.
Went to a senior financial advisor seminar and was referred to your group. Met with Cassidy, who spelled out easily what you do. We are very impressed with the professionalism that your office and staff operate. They are very helpful. Tank you for making our choice a simple one.
About a year ago my husband and I realized that many years had passed since we had created our Will. A neighbor told us about Estate Panning Elder Law Center of Brevard. I got online and noted a seminar that was to be held at One Senior Place regarding estate planning. We attended a seminar presented by Robin Petersen, a Certified Elder Law Atty. After listening to the presentation, we both realized we needed to have a trust. We met Cassidy Petersen at One Senior Place. After we completed the homework she gave us to do, we were ready to sign the final paperwork. It was an emotional experience and a lot of work, but it gives us peace of mind knowing that we have done the right thing.
The staff are great and friendly!
I found Robin and Roger to be extremely knowledgeable with regard to military benefits, etc. As a Veteran's widow, I was reassured by the individual research they did. I knew my documents needed updating as laws had changed many times since my original documents were drawn up. The knowledge and care exhibited by Roger and the team at Estate Planning and Elder Law Center of Brevard was more than impressive! I have recommended the firm (and Roger specifically) to my friends and family.
I am confident that when the time comes for my documents to come into play, my estate will be handled as I desire and more easily so since the "hard work" has been done to put all in place.
Thank you Roger and Kristeena!
Ms. Petersen was so patient with me in resolving several issues after my husbands death especially concerning a personal family issue with a son. She is extremely compassionate and understanding, a tremendous young lady and attorney.
Everything was excellent!
My meetings with the attorney, Mr. Klaffka and the paralegal were both clearly instructive and clearly informative. The paralegal was Kristeena Brown. The firm was friendly and responsive to my needs.
The seminar that my wife and I attended was excellent. My wife and I felt very comfortable talking to Attorney Roger Klaffka so we made an appointment to talk to him at his office regarding our Will and Trust fund. He was very thorough in preparing the documents necessary for our Will and Trust fund. The staff in his office treated us excellent. I have recommended him to several people in my complex.
The office is very professional, obviously know their business. Excellent follow through! We'll use them again and have referred them to our friend.
Thank you to all of the staff for always being so kind and knowledgeable. You have been a huge help in the past several months.
Mr. Petersen and his staff provided exceptional service in the preparation of our estate planning portfolio. Mr. Petersen thoroughly assessed our needs, and he and his staff promptly and professionally prepared, completed and delivered all of the necessary documents. Our questions were completely addressed, and all follow-up actions were clearly communicated to us. I would highly recommend Mr. Petersen and his staff to all others requiring estate planning services.
The Petersen firm was recommended to us by a previous employee of their, we were very happy with the results. Thanks.
After my visit I had peace of mind.
Very happy with your service- Thanks.
Providing the informational lectures at One Senior Place was what motivated me to better plan for the future (with a Trust). Thank you and please continue to provide this for the future.
I have been extremely satisfied with you service. The professional quality of the work met the highest standards of quality.
Mr. Petersen and his staff were extremely professional, took time to explain things and made what could be a very difficult task seem easy. I appreciate your legal expertise and customer service. Thank you!
Attorney Petersen was extremely knowledgeable and helpful in redoing our Trust and Wills. His staff was very helpful in answering our questions.
Robin and his staff are first rate.They made our first experience in Estate Planning a pleasure. No question was left unanswered and the time spent on our needs was spot on.
Right from the start of my first meeting, I was very comfortable. Mr. Petersen was very easy to talk to and he spoke in a way that was very easy to understand! Office staff was very friendly and Danielle, the paralegal and notary was also very efficient! Have already recommended this office to friends in need of estate planning. Thank you to Rossi and Associates for recommending me to the Estate Planning & Elder Law Center of Brevard.
Well organized effort! Staff was pleasant and efficient. Attorney Petersen's advice was valuable and explained very well.
We appreciate and are so grateful to Tracy Glover. She was so kind and took time and made this very easy to do. Thank you Tracy.
Thank you so much for all of your hard work and for always being available to answer my questions. You can count on me coming back should I need future legal services.
We greatly appreciated everyone help. Tracy did an excellent job explaining everything clearly. Danielle went above and beyond preparing our paperwork, making sure it was ready ahead of schedule so we could sign before our vacation. Thank you!
Estate Planning & Elder Law provided the legal advise to ensure our trust was established to protect us. After using their services, I referred my mother who was also very pleased.
We appreciate the patience of your entire staff during the signing process.
Everyone has been most helpful.
Compliments to Tracy Glover and Danielle Deacon for their courteous and professional services. Very well done!
I would gladly recommend you to anyone in Florida needing Elder Law Services. Mr. Petersen is an A+ professional.
Thank you Mr. Petersen for your giving of time to update my trust. Appreciate your kindness.
Robin was very helpful guiding us through this process!
Very caring and professional attorneys and staff.
I felt confused and not properly prepared when I came to Robin's office. He explained information as I would understand and made me feel comfortable enough to ask questions. I have a "special needs" daughter who needs to be covered properly by my accounts, etc. Being Robin specializes in trusts for special needs people, I was recommended by Promise of Brevard, I feel confident that I have a lawyer who is knowledgeable and compassionate and feel free to call when I need legal help. Robin's paralegal Danielle is also very up to date on pertinent information and has helped me greatly. I would certainly recommend this law firm and in fact, I already have.
Thank you for your help. I have had many questions which have always been answered immediately and professionally.
Professional and personable. All questions were addressed clearly. I was extremely impressed with Robin Petersen and his warm and friendly staff.
Mr. Petersen did our Wills and we were extremely satisfied. He, his paralegal Danielle and the rest of the staff were exceptionally knowledgeable, thorough and friendly. I and my husband highly recommend him for all your elder care needs.
Great staff- Danielle is incredibly knowledgeable, professional, and helpful. Thank you for another great experience.
All expectations were met. Robin and the entire staff were very helpful, friendly and efficient. Darlene and I will want you to represent us for our own estate planning.
Very positive experience. All my questions were answered patiently and respectfully. I did not feel pressured by a "sales pitch". My needs were cared for in an extremely professional manner. I appreciate the help I received by the staff. Thank you!
Mr. Petersen, Lesley and staff, thank you for making this difficult time so stress free. Mom would have been so pleased. Thanks again.
Attorney Tracy Glover was Websters definition of outstanding, professional, knowledgeable, looking out for my best interest. By the end of this whole process I can call her a friend, same goes for Danielle and the whole staff. Thank you for all you do and did for me.
We cannot thank Mr. Petersen enough for finally bringing us some peace of mind by ending an unbelievable eight-year nightmare that destroyed my family and caused so much mental stress and physical ills for no good reason. Also, we want to thank you for being very professional when handling the necessary legal actions while offering support for our personal concerns. It was a pleasure working with Mr. Petersen, Lori and Danielle, we wish you all the best.
I would like to thank you and your staff for the invaluable legal guidance during the past month. The challenges I faced would have been completely overwhelming without the support I received from your team. The kindness, compassion and professionalism from each person in your office made it very comfortable for me to ask questions and to receive clear directions. I still have a large task in front of me, I am confident with your continued support there will be a positive result.
Thank you for accepting us as clients. It is a relief to now know we have a lawyer and an understanding one. Also, your staff is very pleasant and helpful.
This is the best Attorney for your estate needs in Indialantic or Melbourne. We received the best service for our money.
Everything went very well with my past experience.
Appreciated the relaxed and cordial atmosphere in what can be a stressful situation.
In about 2 months, I am having several operations coming up. You are wonderful, warm and friendly, just what you need in a time like this.
If I were able to choose estate planning from all places available I would certainly choose this one! They are all you would hope for and expect of someone handling you last wishes. They are efficient, competent and show honest concern for your wishes.
My experience working with Tracy and then a follow up with Danielle were excellent! You have a wonderful team in your office!
My parents were clients of Mr. Petersen, they were very satisfied with his services that is why I used him for our legal work. We would highly recommend him to our friends.
They simplified the complex process of handling my estate. The service and professionalism was excellent. I wholeheartedly recommend them to anyone in need of legal service.
Prompt and Professional!
Kathy and I were very pleased at the professionalism and thoroughness with which our trust and other related documents were handled.
I was impresses with the first call, and continued to be impressed as the first meeting took place. This is a professional office on all counts. I'm happy I found them.
My husband and I worked with Attorney Klaffka from Estate Planning and Elder Law Center of Brevard to set up our estate planning. Estate Planning was new for both of us and the team of people working with us assisted us every step of the way. We were older and newly married which required a lot of information transfer, explaining and excellent communications. They clarified many legal needs we were not aware of. They ensured we understood the needs and how to protect ourselves. Attorney Klaffka, and everyone from the office, was informative and always accessible. Questions were answered immediately or phone calls were returned in a timely manner. It was truly an enjoyable learning experience!! I have recommended the Elder Law office to several people and will continue to tell others about their great services.
Mr. Petersen, you and your staff did an excellent job. Thank you.
My entire experience with the Estate Planning & Elder Law Center of Brevard has been positive and gratifying. Everyone with whom I interacted was knowledgeable, friendly, and helpful. My case was handled promptly, with my estate plan presented to me in a well-organized and very-useful portfolio. In all respects, I would rate this law center as excellent, and I have already started recommending it to my friends. Thank you.
I will be forever grateful to attorney Klaffka and attorney Petersen, and the entire staff for taking the time to make sure that everything was done to ensure my future security and my wishes after are followed.
Five stars, highly recommended- Mr. Klaffka was very accommodating to our questions, comments, suggestions and requests. He provided valuable recommendations to our trust based on his knowledge of clients experiences, he even discussed some of his own family examples. We felt comfortable talking with him and he was very professional and honest to our concerns. His staff was very courteous and responsive to our requests and return them in an excellent time frame. We highly recommend him and his team for estate planning.
I am extremely happy with the outstanding job the Elder Law Center if Brevard has performed on my behalf, and I would highly recommend this law firm to all my friends and family.
From my initial phone call to my executed documents, the entire staff was positively delightful and capable. No question was too insignificant to answer and I was made to feel appreciated and valued. The receptionist recalled specifically who I was whenever I called. Likewise, the paralegal and attorney were well-versed with my situation with total recall. Thank you Estate Planning & Elder Law Center of Brevard, I will confidently refer friends and family to your firm with gratitude.
My family and I were treated well. The staff is more than professional. The whole experience was pleasant and easy.
The lawyers and staff really know their stuff, they were able to fully answer the many questions I had. They specialize in Trusts, Wills, Probate, etc. and did a complete job of transferring assets and property which made the whole process very comfortable for me.
For me, estate planning is very complicated, but attorney Cassidy Petersen made it all very straight forward and easy for me, providing a clear list of action items for me to carry forward, which she followed up to ensure their completion. An excellent well done job!
Tracy led us through the process of Estate Planning. She explained all of our options clearly and provided excellent guidance. The overall process through documents signing was handled very smoothly. I would recommend this firm to anyone wanting help with estate planning.
My experience has been wonderful. The professionalism of the staff and the clear guidance throughout the process was more than I could hope for. Thank you for your experience, kindness, and for caring about your clients.
We found Elder Law to be very professional, fun, and very friendly. Their expertise made us very comfortable knowing our desires were met, We highly recommend this firm!
Working with Tracy Glover made it clear exactly what we needed to do. She reviewed in detail, when necessary, all the important aspects in the various documents that comprised our trust. She was always available to speak to in order to provide us with legal interpretations when needed.
Mr. Petersen and his staff gave us excellent help and advice. Mr. Petersen and his staff were very accommodating to all of our needs, for that I am very thankful.
This firm was prompt in answering all of my questions, returning my phone calls and providing excellent service. Looking forward to a long term business relationship!
After my visit, I had peace of mind!