Ms. Barrot was very knowledgeable and helpful in taking us through alternative ways of distributing our assets after we’re gone. The plan we initially leaned toward proved in writing to be much more complicated than we had intended for our Successor Trustees. She cheerfully revised the plan to meet our needs. We ended up with complete and thorough documentation of all of our wishes. We wholeheartedly recommend Falk Barrot and
Associates, LLP. – Bob
We went to Falk Barrot to revamp our estate plan from 2008. They did a marvelous job covering and helping us decide each of our options. They were expeditious and courteous. So if you are renewing an existing estate plan or starting from scratch, we highly recommend Falk Barrot. Sandy and Bob Morse – Bob M.
She is absolutely terrific and advocates for her clients in a loyal, honest and transparent way adding a lot of value. She will go the extra mile all the way and it’s amazing to work with her and communicate on a routine basis. Thank you for all your work. – Marisa
I used Falk Barrot to prepare a restatement of my Trust in 2018, and again in January 2024 for an Amendment. In both cases my experience exceeded expectations, and I would without hesitation encourage you to retain the services of Kim Barrot if you have similar needs, or any needs, related to the preparation of Living Trust Services. – Brian
We have used Falk, Barrot, and Associates for years. They are always professional, detailed, and efficient. I am very grateful for their guidance over the years as our family needs grew and continue to grow in regards to taking care of our Estate Plans. – Local
Excellent estate planning firm. Professional, patient, and very efficient. – Chris
Knowledgeable and friendly. – Olivia
Great service 👍. – Geoffrey