What People Are Saying

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Turning Pointe Autism Foundation

“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!!!”


“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.”


“Clancy and Associates go above and beyond – they help manage our needs and provide us guidance so we don’t even have to ask. They do the thinking for us.”


“Working with Clancy & Associates was life changing for our family. We didn’t feel like we were alone anymore; we had knowledgeable, compassionate people to help us. We walked out of the office with less stress and anxiety.”


“Katie and her team are amazing to work with. They are very knowledgeable about how to navigate life with a developmentally disabled child or adult. They listened to our needs and concerns and advised us on the best plan. I highly recommend Katie and her team.”


“We came to Clancy and Associates amid much personal turmoil and strain. They have been the calm within the storm, helping to allay all my concerns about preparing for my daughter’s future, and guiding us carefully along each step on the path. I am so grateful for the peace of mind they have provided, and my daughter is in love with Katie’s whole team!”

Jane M., Isabel's mom

“I am so thankful that Clancy & Associates is helping our son Alex, who has Autism and just turned 18.

Clancy & Associates helped us strategize the many steps we needed to take. From a special needs trust to guardianship, and now SSI, Katie and her team made sure we had everything we needed to navigate Alex’s transition to adulthood. Thank you to everyone in the firm!”​

The Cruz Family

“The transition to adulthood for someone with special needs is especially challenging. Katie Clancy and her team at Clancy & Associates were able to thoroughly explain and help with a multitude of concerns including estate planning, wills, and a special needs trust.

My husband and I greatly appreciated Katie’s insight and compassion in planning and preparing for the future needs of our child.”​

Linda P.