In these testimonials, our clients share how Quraishi Law Firm & Wealth Management’s ability to combine high-end proactive tax planning, wealth management, estate planning, and business planning legal services under a single umbrella has helped them effectively reach their financial goals. To learn how we can meet your needs, contact us to schedule a Planning Session.
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I have worked with Carrie at Quraishi Law Firm for years. She has helped our family with many different projects. She is a professional in every sense, very responsive and makes the process very easy. I highly recommend Carrie and her team!
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Our relationship with Carrie started about 5 years ago, when she came to our development to explain the value inherent in trusts. She delivered a very poignant message about protecting not only our investments, but also protecting our legacy for our girls and their children after we pass. She quietly detailed a personal issue the impacted a friend of hers who lost all her mother's investments after the mother died, and her second husband inherited all the money from the dead mother's accounts; and subsequently cut Carrie's friend out of the inheritance. This story hit home with us, as a couple of our girls are in second marriages. Dealing with Carrie was such a delight, she took whatever time we needed to be comfortable with her suggestions, listened to our questions, and she and her staff went to great lengths making us comfortable with our decisions. Her staff is very friendly, and VERY client focused, and they did all the heavy lifting to move our investments in our trust. Finally, I think that the best thing about dealing with Carrie is that she is ALWAYS available when I have a question. Dealing with her and her team is probably one of the best decisions that you can make to keep your investments and inheritance wishes intact.
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Quraishi Law Firm helped me set up a Will and Family trust and we are diligently working on securing other assets such as my small business and for my retirement needs. It’s a long process but every step is necessary to make sure my hard earnings are protected.
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Integrity and trustworthy are important attributes to look for when selecting a legal and financial advisor. This is why I choose the Quraishi firm years ago, and why I stay.
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Carrie built on the estate planning we had in place. Her combination of estate planning and wealth management skills have provided more confidence in our plan than with previous advisors. She tailors her involvement with clients needs.
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The areas of business that I want to address is the area of Professionalism and Responsiveness. I am totally and always impressed with hos quickly they get back to me whether a text or phone call, and in a very professional way. But with that professionalism comes care, direction and kindness! I know I can absolutely trust them to get me any answer I need or to find the person that can answer the question. I trust them and for me to say I trust a lawyer is huge!
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I needed to set up a trust for daughter to make sure everything I had worked so hard for over the years would go to her with as little pain and anguish as possible. A friend recommended me to Carrie Quraishi. What a find!! It is always great to work with a real professional. Carrie was patient, thorough and complete. She helped me to make decisions I didn't even know I had to make. I put off establishing a trust due to ignorance and fear. When it came to working with Carrie "trust" is the feeling I left with.
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My experience with Quraishi Law Firm was excellent. Going in, I knew very little about estate planning. It was a relatively quick and easy process. They walk your through everything very thoroughly. They have been exceptionally helpful with making changes as needed. Carrie is very responsive with correspondence. Highly recommend the Quraishi Law Firm
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Carrie is very knowledgeable about estate planning. She and her staff worked efficiently to help us with our revocable trust. It will serve us quite well. Carrie continues to help us with other legal matters, too. Her staff are excellent assistants helping us present our needs to Carrie. She is trustworthy.
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Carrie has been absolutely wonderful. She’s answered all of our questions in a very timely manner and she’s constantly kept us up to date. Very thankful for her knowledge and expertise!
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Carrie and team listen and delivered to us the trust and wills we required. She explained all the complex details in simple terms. She quickly made the changes we needed and did not miss any changes. This has not been our experience previously and so glad we found Quraishi Law Firm