“Amy’s experience in estate settlement is a wonderful complement to the work we do as financial planners.”
“Amy’s attention to detail combined with her deep caring for people should bring a tremendous amount of peace of mind to families.”
“Perhaps the greatest value of Amy’s services is in her ability to manage a myriad of issues, problems and details with good sense, good humor, and skillful communications.”
“Amy understands how to keep us all on track during this forever changing, uncertain time in our lives.”
“Amy is like a family manager. She is trustworthy, organized, professional and gives us all the attention we need.”
“Amy does a fantastic job of coordinating with the CPAs, Attorneys and financial planners in a way that keeps everyone on the same page and avoids duplicating efforts.”
“She takes the anxiety out of a client’s life by defusing the many tasks that are needed to be completed in settling an estate.”
“Amy’s passion helps ease the anxiety at a time of emotional stress.”
“After our father passed away, Amy Lieberman and her team made sure that all of our legal, insurance and accounting matters were handled appropriately. Now, as our mother’s care has become increasingly complex, the services of Estate Matters have proved invaluable yet again. Amy is remarkably sensitive and responsive to our ever-changing needs, and offers us resources, support and solutions that afford us great peace of mind.”
“She is a GREAT communicator to everyone and really listens and understands our mission. She knows how to keep us all on track during this forever changing, uncertain time in our lives.”
Contact Estate Matters:
612.618.5562 (cell)
email: amy@estate-matters.com