When in a moment of crisis, Jodie is the lawyer to turn to for your wills and family trusts. I was headed into major surgery with two little kids, a husband and a business that depended on me. I needed to know that my kids would be taken care of and that my husband wouldn’t have to be the one making all the difficult decisions when it came to a living will. Jodie worked with me and really listened to what I needed to set up to make sure my kids were taken care of in case something happened. She made the process easy and answered all my questions as we went through the process. She has given me a little peace of mind and did it with so much kindness and caring.
Excellent Legal Work. Jodie Gilbert was so helpful in putting together my Special Needs Trust and Living Will. She was very patient in listening to all my questions and then very clearly explaining how to go about getting them resolved. This was all done in a very caring and timely manner. I am so thankful for all the time and expertise that she put into these legal documents. I would highly recommend Jodie for help in any legal matters.
I have worked with attorneys in the past in my career as a paralegal. I have not ever experienced an attorney who provides the level of communication, caring and amount of time spent in tending to clients as Wendi has provided to us. I cannot recommend Wendi highly enough.
Wendi and staff are very well organized and knowledgeable in bringing all the data together so it is processed and understood. We spoke with other attorneys and are very happy to have found Wendi. My husband and I are relieved to now have peace of mind with having such a daunting task now taken care of.
Wendi takes something that could be stressful and emotional and turns it into an easy process that gives us peace of mind. Everything is very organized and simple to follow. Receiving an asset spreadsheet with specific instructions on how to retitle everything into our trust was a huge help, and being able to videotape ourselves at this point in time was a really neat extra touch. Wendi is really friendly and approachable, and we feel that we’ve taken a hugely positive step in protecting our family’s assets.
Attorney who handles a tricky topic deftly.
Wendi came to speak (for free) at my child’s preschool regarding a Living Trust and Living Will. It was something we always intended to “get around to” once life was less busy. After hearing her speak, we decided almost immediately to hire her and get the process going. She explained everything to us in detail, asked us the “hard” questions with a very personable approach, and we walked out of our meetings with peace of mind. We cannot recommend her highly enough.
Best Specialist for Creating and Maintaining a Trust.
It was my husband’s idea that we needed to establish a trust. After meeting with Wendi, I learned about how to protect ourselves and our son from disadvantageous tax situations and probate court. Making decisions for the trust made us address issues that we may have never discussed otherwise until it was too late. For example, we may not have dealt with powers of attorney or a living will until after we were already incapacitated. Wendi made a time-consuming process much easier to complete through her check-lists, templates, and clear instructions for every task. The binder she put together for us is so thorough and makes something overwhelmingly complicated possible to understand and follow. If I need to remember anything about what we did, I know it is in the binder!
Wendi is extremely competent and takes the time to explain the intricacies of estate planning. She patiently answered (and re-answered) our questions until we were comfortable with our estate plan – which, by the way, is both thorough and flexible. We definitely recommend Wendi’s law firm.
We hired Watershed Estate Planning to create an estate plan for my mother-in-law, who does not speak any English. As such, we attended all the meetings in order to translate what Wendi said into Vietnamese. My wife and I are from out-of-town and Wendi was great about accommodating our travel plans in order to schedule all of the meetings. She was also creative in coming up with ways to address my mother-in-law’s concerns regarding the potential use of her home after her death, and how to treat a number of family-owned businesses. We really enjoyed working with Wendi, and my mother-in-law feels comforted knowing her wishes were honored in the design of her plan.
Getting my Paperwork in Order
After a health scare, I realized that I needed to have a complete Will as well as Medical and Financial Powers of Attorney, making it easy for my family to take care of business for me if I ever needed it. Wendi helped me put all of this into place. Wendi was knowledgeable, prompt and thorough. It gives me great peace of mind to know that my assets are well protected and my loved ones are provided for.
We had a wonderful experience drawing up our estate plan with Watershed Estate Planning. We just finished the process and feel a sense of relief and confidence that everything is laid out as we desired. We appreciated the video experience and feel good about the fact that if something were to happen, the video would provide comfort to our children.
Watershed Estate Planning offers a thorough service. Wendi’s calm and organized manner made it easier for us to follow the process through to the end. She answered my questions clearly, until I totally understood the answer.
Wendi was very patient and took the time to understand our circumstances and needs.
Often questions came up for me after our meetings. She was very timely with her responses to my questions. Wendi asked great questions, that got me thinking in different ways. For example, I used to think “that tree I’d like to buy to plant in the yard is kind of expensive.” Now I think about it and say, “Do I want to plant the tree and enjoy watching it grow or do I leave $200 more to one of the many charities we have set up in our estate planning?”
Wendi gave us the option of having Watershed Estate Planning set up the changes that were necessary to fund the trust we created, or we could do it ourselves with her guidance. We chose to have her make most of the changes for us. She has followed up on several occasions to see that all the transactions had been successfully done. She also sent a letter advising what happens next and to remind us how to add new assets to our trust. Having gone through this process I feel confident that I am not leaving my family with a mess to sort out. I have the comfort in knowing that my future is planned to the best of our knowledge at this time in our lives and that we will review our estate plan with Wendi every three years to make any necessary changes.
We have recommended Wendi’s services to many of our friends and family.
Peace of Mind.
Wendi was instrumental in bringing our family peace of mind. She is truly a subject matter expert in estate planning. Wendi listened to our background and concerns and she focused our discussions and plan to reflect our family and its needs. The process is difficult, contemplating the inevitability of mortality is heartbreaking and gut-wrenching. Wendi approaches it with calm and intelligence. She is compassionate yet insightful. We cannot thank her enough for the gift of organization and planning that will undoubtedly help our family deal with anything life throws at us.
Recommend for same-sex estate planning.
Wendi was a wealth of information…and, if there was something she did not know, did not hesitate to research the topic and get back to us with the information. I also appreciated her sensitivity to our particular situation. Great experience!
This truly was the best experience with an attorney ever. Ms. Temkin shines brightly with her highly capable communication skill, She also brings a level of comfort ability that is authentic and unlike previous attorney contacts. She listens, Listening is a natural quality.that she possesses and she is incredibly good at. Her personable communication style coupled with her strong knowledge base quickly streamlines the experience into a straight forward efficient session. I genuinely felt she understood the situation that I presented and in turn I had a plan that I understood.
Excellent communicator, knowledgeable and efficient.
We spent minutes on the phone clarifying the concerns and considerations surrounding a complicated situation that other attorneys could not organize without an extended session. Right away she got to the heart of the issues with a straight forward explanation in a respectful manner. Interaction with law topics can leave a reasonable person feeling apprehensive, uncertain and powerless about how to proceed when unfamiliar with laws and terminology. Ms. Temkin surpassed our expectation with her subject knowledge and listening skill. She provided us with concrete, useful information along with a how to move forward education without feeling intimidated or that the material was over our head to understand without the benefit of a law degree. She is an excellent communicator, highly capable attorney, She will leave you feeling listened to and understood.
Wendi was AMAZING!!!
Wendi was beyond helpful and supportive as we set up our trust and went over all the details needed to make sure our daughter would be taken care of in the event of anything. We were so glad to have her expertise, and kindness in what can be an overwhelming and emotional process!
My husband and I entered into the estate planning process with very little knowledge, and considerable trepidation. Wendi explained every nuance clearly, and answered all of our questions in a friendly, compassionate and confidence-inspiring manner. Her consistent follow-up and organized documentation surpassed our expectations, as did the speed and thoroughness with which she responded to our emails. Instead of a stressful experience, each session felt like we were chatting with a – very knowledgeable – friend. We feel very fortunate to have worked with Wendi and would highly recommend Temkin Law to anyone!
My husband and I thoroughly enjoyed working with Wendi on our estate plan. She explained our different options clearly, created a relaxed environment in which to talk about a serious subject, and always returned our emails and phone calls promptly. The completed plan gives us confidence that our affairs will be in place for our children, who are from different marriages. We recommend her highly!