If I could give 10 stars, it still wouldn't be enough. I've worked with Jala for years, both as a CTFA and Estate Planning attorney. If any of my friends mention personal finance or preparing a will, the first thing I do is refer them to Jala because I *know* she is going to take excellent care of them. Jala is a wealth of knowledge and a very patient teacher...
If I could give 10 stars, it still wouldn't be enough.
I've worked with Jala for years, both as a CTFA and Estate Planning attorney. If any of my friends mention personal finance or preparing a will, the first thing I do is refer them to Jala because I *know* she is going to take excellent care of them.
Jala is a wealth of knowledge and a very patient teacher (I had SO many questions and when we started working together, I didn't know anything about personal finance). You know she has a deep understanding of the subject matter because she's able to break things down in a very simple way so that the average person can understand it. She is an incredibly thorough attorney and in our discussions, she's pointed things out to ensure that all of the bases are covered. And when there's been something that needs a little digging, she gets back to me within a day.
I really can't stress this enough-- working with Jala has forever changed my life, and for the better.
I owe her the biggest debt of gratitude for giving me the tools to not just walk, but run towards financial independence. In this world, money is time, is power, is the freedom and enablement to make choices for yourself. Yes, I had to do the work, but I had an amazing teacher that set me up to succeed. For the rest of my life, I'll be forever grateful for what she has helped me do and accomplish.
You deserve to be free. You deserve to be able to make your own choices. You deserve to not be held hostage by your money situation. You deserve to have the ability to walk away from a toxic work situation, bad relationship, or whatever the case may be. You will have to put in the work but Jala can put the tools in your hands to help make it a reality.
We met with several different firms before selecting who would complete our estate plan. Each other firm communicated personally through email and phone, and requested no personal information until after a preliminary call that outlined their services, costs, timelines, processes, and so son. J. Eaton Law, by contrast, is entirely unreachable by phone. If you call, you only get a recording that tells you to go to their website. There's...
We met with several different firms before selecting who would complete our estate plan. Each other firm communicated personally through email and phone, and requested no personal information until after a preliminary call that outlined their services, costs, timelines, processes, and so son.
J. Eaton Law, by contrast, is entirely unreachable by phone. If you call, you only get a recording that tells you to go to their website. There's no option to speak to a human being, and the answering message goes so far as to say that any voicemails received will not be responded to.
In the absence of human to speak to, I scheduled what I thought was a preliminary meeting by phone. In advance of that meeting, before I'd even heard what they do or how much it costs, I received, first, an automated form asking for a dollar-by-dollar breakdown of all our assets, and, days later, a second form asking for everything else: our beneficiaries, our assets, our executors. I refused to fill these out.
This company is obviously a legal mill, pushing out templated documents based on forms you fill out in advance, trying to maximize their business while almost removing entirely any human touch or interaction.
I'm sure they're not the only company doing this, but there are many other firms out there that offer a personal touch and don't request that you do all their work for them up front.