CLIENT TESTIMONIALS

I highly recommend Cindy as a trustee.  She managed my sister’s estate and came on board after three other trustees had resigned due to challenges in the family situation.  She was very professional and personable.  She quickly built our trust in her by helping us through the difficult transition of my sister’s passing which happened soon after she was hired.  She was always present and available when we needed her help and she communicated well with all members involved in the trust.  Once my sister passed she was expeditious in distributing the assets of the estate to the beneficiaries.  She was warm and caring throughout the months that we worked with her.  

At a time when we were overwhelmed, Cindy stepped in to answer questions and drive the process of taking care of all aspects of the settlement for our grandchildren. Her ability to listen to our needs and concerns and source what was needed to settle the estate in a timely manner is greatly appreciated. 

Cindy Press did a superb job with a difficult transition period for our family, during which a beloved sister was in hospice and many difficult and complicated financial and other matters needed her professional assistance. Cindy was compassionate, detailed, available, communicative, helpful, decisive when necessary, and handled a complex and not-always-perfectly-balanced set of family dynamics in a firm and diplomatic, fair way. Basically, she saved our collective butts from a lot of grief and flopping on the deck while making futile stabs at disemboweling each other. You get the picture.  

Cindy was great! She helped us during one of our family's most challenging times. Cindy's kindness and professionalism were of great value to our family. 

I felt understood and reassured by Cindy through this tough time. She was patient, explaining things as we went along.  

Our family had an excellent opportunity working with Cindy.  She was so instrumental in processing our Probate.  As we all know, this process is complicated, complex and time-consuming.  Her attention to detail is superb as needed in this case,  from accounting and all the necessary tasks needed for completion.  She is always on task, knowledgeable, and always following the proper protocols.  We highly recommend Cindy for doing such an outstanding job. 

Cindy:  You are not only a great fiduciary but also a good psychologist who helps her clients not just financially but also mentally.