I recently retained Charlotte Schaefer to advise my wife and I on planning end of life matters. Wills and the like. I retired from legal practice three years ago but I had no real knowledge of the preparation of wills and the like. Charlotte’s advice and assistance was excellent and greatly appreciated by my wife and I. In all Charlotte prepared and supervised the execution of ours wills, powers of attorney and enduring guardianship appointments by both my wife and I and the people who we appointed as our Attorneys and Enduring Guardians (our kids). She explained the whole process to us all and demystified the whole process. We are very grateful and commend Charlotte to anyone seeking like advice and assistance.

With the birth of our third child, we recently engaged Charlotte to update our Wills and Power of Attorneys from a previous budget internet template. We received a first-class service from Charlotte and can highly recommend her services. Her extensive knowledge clearly guided us through the process and has given the confidence that everything has been now been properly and professionally set-up. Charlotte was very responsive and also prepared to take the time to talk things through so our understanding of matters was clear. Her secure portal also made the sharing of sensitive documents easy. Thank you Charlotte!

Following a recommendation we have recently engaged Charlotte Schaefer to assist with our estate planning and power of attorney. Charlotte’s extensive knowledge, guidance and attention to detail was of great assistance. It was comforting to know she has covered all potential scenarios and ensured we have the appropriate documentation. Her manner is kind, caring and down to earth. We have no hesitation in recommending Charlotte Schaefer Estate Planning.

We were a bit nervous to start working on our Will since having our second child but Charlotte quickly made us feel completely comfortable and made the whole process stress free and simple. We are very grateful and feel at ease that if anything ever happens that our children and family will be taken care of by a wonderful person! Thank you so much again Charlotte.

Charlotte Schaefer assisted us in navigating the daunting and complex process of preparing our will’s with ease and professionalism. She was extremely thorough and very good at deciphering terminology relating to estate laws into something we could clearly understand. She provided us with options for future planning demonstrating her extensive knowledge. It’s such a relief to have our estate planning completed, thank you so much Charlotte for making the process so easy.

Charlotte’s thorough understanding of our family circumstances enabled me to confidently revise and update my will. I was especially grateful for her related advice concerning legalities of which I was unaware. Thus my instructions were carried out with utmost proficiency.