Our clients sometimes recognize that while they need a power of attorney or medical power of attorney, they do no have a close friend or family member who is able to serve. Under those circumstances, we will sometimes serve as agent after consultation with the client, gathering complete information about many aspects of the client’s life, and determining that we are able to serve the client well. On occasion, we take over some duties, such as bill paying, immediately.
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I had a will and several other legal documents prepared by Vested Partners. Each process was a pleasant experience. The staff was knowledgeable, courteous and very accommodating. I feel it is a reflection of management style that the entire staff appeared to be truly happy.
Monica Tillman4 months ago via Google
I highly recommend Robyn and her team at Vested Partners. Ms. Ellis was recommended to us when we were having issues with Medicaid and Social Services. Robyn was professional, compassionate, and responsive to all of our questions and needs. They were truly a life saver for our family.
Plan Sarah Plan5 months ago via Google
I highly recommend Vested Partners for your estate planning needs. The staff are friendly and knowledgeable. My mother was able to have all of her documents drawn up quickly and pleasantly with no stress. Robyn Ellis knows the right questions to ask and she has a wonderful manner with senior citizens. It is clear that she cares about her clients, and she knows how to help them put their affairs are in good order.
T Holbrook5 months ago via Google
The team at Vested Partners have been professional and friendly from day one. We have utilized their services over the last few years and have been extremely pleased with the level of support, their knowledge base, punctuality and their willingness to take their time to ensure we understood the aspects of our business. We would highly recommend relying on the Vested Partner team for any of your legal, financial and professional needs.
Julie Erickson5 months ago via Google
I went to Mrs. Ellis after the adoption of my son was finalized. As a single parent, I wanted to make sure I had a will and safeguards set up if anything were to happen to me. Mrs. Ellis took care of it all after an initial call and I went in to sign everything a few weeks later. She explained all of the legal jargon and helped guide me in the right direction. I had a few questions about investments for my son's future as well. Mr. Ellis sent me some information and chatted with me to get me started. I am so grateful to them both for the piece of mind they have afforded me. The office staff was also very prompt, professional, and courteous. I highly recommend them.
Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.