Testimonials

Joan Hansen

“The news in the past year has been quite depressing for me. And then you both did a kindness that touched me. Renewing my faith in humans. Knowing there are kind and caring people still here in this crazy world has given me hope for the future.”

Christy Wagner

“Margaret Mary O’Rourke broad expertise and integrity, paired with the efficiency and professionalism of her staff, has provided me with a comprehensive estate plan organized into a binder. I also received a backup copy on a thumb drive that my kids are already cheering as immensely accessible. I am deeply grateful for the peace of mind that comes from working with such a wonderful team.”

Ellen Athens

“I have had the opportunity to work with Maggie O’Rourke on various aspects of estate planning and trust administration over several years. She first worked with my aging mother, updating her trust to more accurately reflect her intentions, then after my mother passed she guided me through the administration of her trust, answering all of my questions as they arose.

Her relaxed by professional manner inspired my husband and me to create our own trust with Maggie’s help. Having settled a trust that Maggie helped create, I am confident that when it’s time, our trust administration will be carried out with minimum of complications.”

Paula Cohen

“When I decided it was time to prepare my estate plan I had no idea what was involved. Maggie O’Rourke’s professional guidance helped me through the process and made me secure in knowing there will be one less burden for my children. I wholeheartedly recommend Maggie to help you with the preparation of a custom estate plan that will respect your individual wishes”

Katy Tahja

“For estate planning Maggie gave us information in accurate, understandable terms and a smile on her face. She’s always a pleasure to deal with.”

Morman de Vall

“Maggie has been a trusted friend and counselor of over 40 years, helping me with personal, financial, real estate and estate planning issues. I have recommended her to numbers of friends and will continue to do so.”