Testimonials

What People Are Saying

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Turning Pointe Autism Foundation

“My husband and I were extremely pleased with the skilled guidance and service we received throughout this process – I never felt awkward asking questions, and Katie and her team were proactive in making suggestions…providing many answers to questions we did not even know to ask. Highly recommend!”

A.M.

“I received great guidance from Katie and Violet. I never felt rushed, and received everything I needed in a timely manner, at a reasonable price. I highly recommend Clancy & Associates when planning for the next generation.” -A.F.

A.F.

“We are so glad we found Clancy & Associates Ltd to help us with our estate planning. Katie took the time to understand our situation and put together an estate plan. Katie explained that with proper planning, a special needs trust can help provide a pathway for helping our special needs son in a variety of ways. Katie and her team were very caring, attentive, informative and very thorough. I believe Katie and her team will be a valuable resource down the road for our family well beyond just the estate planning aspects. Highly recommend Clancy & Associates Ltd.!”

C.M.

“We’ve put off ‘setting things in order’ for a long time. While attending a fair for students with disabilities, I sat through an eye-opening presentation by one of the associates from the firm. We worked with the Clancy team to set up a trust, a special needs trust, estate planning, etc. They were professional and informative through the entire process. Highly recommend them, as there is a personal touch to their service.”

W.H.

“Excellent, supportive, knowledgeable, kind staff. They are like family now. They have been so wonderful with our son who has autism. We could not have navigated this legal process without them. Incredible team!”

K.O.

“Katie Clancy was invaluable in helping us design a special needs trust, draft our wills, and navigate the SSI process. She and her staff were professional, understanding, patient, and kind. We are very glad to have found her – very highly recommend!”

J.M.

“Katie Clancy helped us update the special needs trust for our son with a developmental disability, along with our personal wills. Everything was done in a timely manner and everyone on her staff is professional and compassionate. Highly recommend!!!”

L.M.

“Katie and her team set up my estate plan and special needs plan. Their compassion, knowledge, understanding, and invaluable experience helped me through a difficult process. I highly recommend Katie and her firm.”

D.M.
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