What do you do when your Dad and stepmother die a few months apart leaving you as executor of a complex multi-family estate with properties, mortgages, special needs trusts, and various legal entities no one is sure about? And you’ve never done any of this work before. If you’re lucky, you hire Megan Wallace and let her do her magic. She expertly guided me, my family, and my step family through the complexity. And she worked seamlessly with several other lawyers, financial advisors, banks, mutual funds and accountants. She got it all done and worked out a settlement that was good for everyone involved. I highly recommend her.
We used Megan to craft our wills and plan our estates. She was tremendous in all aspects - providing top notch service and remaining in constant contact with us through all the stages of the process. She is a great listener and took what we said to heart, helping us craft documents that met our needs to a tee.
I wanted to thank you for helping my parents … . Your flexibility and patience went above and beyond and my parents and siblings are very appreciative.
I have consulted with Megan on my mother’s estate and on a pre-nuptial agreement. What impresses me most about Megan is her thoroughness and her ability to explain the issues in a way understandable to a law novice. She is very personable. I highly recommend Megan.
Megan Wallace worked with us to draft and execute four estate planning documents. We were very impressed with her professionalism, attention to making sure we understood the documents, patience with explaining to us the implications of the decisions we were making, and responsiveness. She was extremely easy and efficient to work with.
Ms. Wallace provided us with thorough and professional counsel, but also showed uncommon flexibility and compassion. Her assistance was invaluable during what was a difficult time for my family.
Megan has been wonderful to work with. Her knowledge base is amazing and she delivered our needed documents in a timely manner. I wouldn't hesitate to work with her again!
D&P Creative Strategies, LLC engaged Megan Wallace two years ago for estate and business planning. She is a first-class experienced professional and dedicated attorney who will bring immense value to companies and individuals looking for strong legal representation.
Megan is very professional and knowledgeable. She listened to my concerns and kept me informed throughout the process.
Ms. Wallace is one of the most responsive, knowledgeable and dynamic attorneys I have encountered. As an attorney myself, I was particular about finding someone who is experienced, conscientious and resourceful to serve as my own lawyer. Ms. Wallace has represented me and my family with the utmost of professionalism and compassion. I have also been thoroughly impressed with her level of service to the broader community and charitable causes.