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Kari was very helpful during our discussions of developing a plan that suited our needs. She is very professional, knowledgeable and responsive, I would recommend Kari for any one interested in seeing to their future needs.

We were seeking a person who had the expertise, knowledge and the ability to develop a trust specific to our family’s goals. After meeting with me and my wife, Kari presented the trust that we were wanting. Not only did she meet our demands, but because of her knowledge of trusts, she was able to suggest other areas that we had not thought of. Kari continues to provide great advice to us when we call with questions regarding changes that may need to be made due to our changing lives. She’s fantastic, I can always rely on her advice and support if needed. I highly recommend her services.

Kari Coultis is a leader in her field of estate and elder law. She is professional and reasonable in her approach to multiple generations of clients. Her knowledge of legal, tax implications and financial concerns enable her to partner well on any estate planning team. Her generosity to the greater community is evident. Kari is highly recommended.