Jillian McGarry

My husband and I recently had the pleasure of working with Sotera, to create a comprehensive family plan, and I can't recommend her highly enough! From the moment we started, she was incredibly knowledgeable and friendly, making the entire process feel comfortable and approachable. What stood out to us was how well she took our values and needs into consideration. She listened attentively and ensured that every aspect of our plan reflected what was most important to our family. Not only did she help us understand the essentials, but she also educated us on additional items we hadn’t considered, which made us feel more confident about our decisions. Her expertise and dedication truly made a difference, and we left each meeting feeling informed and empowered. If you're looking for someone to guide you through creating a personal legacy plan, Sotera is the one to trust!

Amani Abdallah

I cannot recommend Sotera Anderson enough! She made the entire estate planning process seamless, thorough, and stress-free. My family is so grateful it was this easy. She was great with sending us regular reminders to make sure we stayed on track. From the first consultation to the close, Sotera was professional, attentive, and truly listened to all of our needs and concerns. She explained every detail so clearly and not in lawyer terms, but in terms that made sense to us. We left our meetings always feeling really confident about our decisions. She's incredibly knowledgeable and compassionate even when we discussed really daunting and sad circumstances, it was a very eye opening experience. If you’re looking for someone you can trust to handle your estate planning with care and precision, Sotera and her team are simply the best! I feel like a huge weight lifted off my shoulders after working with her. Truly in awe with how wonderful it's been to work with her.

Kim McCleary

Sotera is not only extremely knowledgeable about all aspects of setting up a trust, but she also makes the process very easy to follow and complete. She provides a careful step-by step process, follows up on next steps on a timely manner, and provides a very organized notebook with all the pertinent, completed documents. I have prepared several trusts over my life time and I can emphatically say that this was the most professional, thorough and informative process that I have experienced. Sincerely, Kim Blue, Thousand Oaks CA

Ian Cooke

Highly recommend Sotera and her office! Talking with a stranger about your will, trust, and family situations can be very uncomfortable. Sotera makes this process smooth, and eases your tensions and apprehensions about these topics effortlessly. If you have been putting this off as long as I have, look no further and give Sotera a call asap! Protection for your assets and your family gives you so much peace of mind.

Diana Swanepoel

Sotera provided excellent service to us for estate planning. Her knowledge and experience is evident in the caring, detailed and clear step by step guidance she provided through the process. We can definately recommend her.