We are happy to recommend the hard-working folks at Peace of Mind Law Center. From our first appointment they demonstrated the law firm was there to serve and created an honest and friendly environment. Peace of Mind Law Center’s approach to trust planning was very complete and holistic. They presented everything in a straight-forward and easy-to-understand manner. Most importantly, they listened to everything we requested and made sure those nuances were contained in every article of our trust.
Certainly every family feels they have special circumstances that require unique handling upon the death of one or both spouses. Knowing those circumstances will be handled properly is what has given us “peace of mind.” We will continue to rely on Peace of Mind Law Center to keep our trust up to date and to provide advice on future family law matters.
- Kevin & Julie
Being elderly and with no children, computer illiterate, and yet with some means to leave to shirttail nieces + a nephew, we needed help. To add to our ignorance we were woefully outdated in our concept of wills, directives, laws, etc.
So, we sought the help of Attorney Gerhardt and associates, gathered our information together and met with her. She was so professional (humorous, too) as she walked us through the maze of what was needed - a lot, just for "simple wills" today.
But, we did it. It wasn't cheap, nor easy, but we now have that Peace of Mind she took as her new firm's name. And, we know we can call on her and her staff whenever we have a further legal question.
We are grateful.
- Donald & Sonia S.
I have known Annette for well over a decade as we are both members of the National Network of Estate Planning Attorneys.
Annette has consistently impressed me with not only her compassion for her clients, but also her commitment to making certain her clients understand how their estate plans work. She is exceptionally unique in that she has a formal estate planning maintenance and education program to ensure that her clients plan remain current with changes in their family and financial situations but also changes in the law.
From a technical standpoint, I have had many conversations with her over the years on both complex legal estate tax issues but also on incorporating more "real world" solutions to assure her client's estate plans achieve their planning goals.
I could not give a higher endorsement for a colleague. Anyone contemplating working with her will not be disappointed.
- Scott W.
My sister died rather suddenly a few years ago and had absolutely no will, or beneficiaries, or anything in place - it was a nightmare.
My father passed away last October, and had already gotten his ducks in a row from Annette, and the difference was absolutely astounding. She cleared up misconceptions we had, fixed the stuff that needed to be fixed, and made a stressful situation a lot better when he was in the hospital.
Who knew Arizona requires all the jumping through hoops for various powers of attorney?!
- Denise L.
Recently, my father and I attended a seminar given by Gerhardt Law Office and led by Annette Gerhardt. I need to convey how impressed I was by the immense effort of Annette and staff to be thorough, accommodating and punctual.
They proceeded through our updates on Trusts with the aid of powerpoint, collated notebooks and Annette's presentation. There were very detailed accounts, but also the time and opportunity for our questions. We were given a gracious lunch and refreshments and the presentation ended on time with room to spare for more personal questions addressed in private groups.
I know the services they provide for estate planning are invaluable to their clients and look forward to putting my own estate in their competent hands for protection and planning.
- Shane S.
I became the caregiver for my mother in 2011 and she is now 98 years old. In this last year, it has become clear that my mom’s needs, both mentally and physically, exceed my abilities to care for her. I knew it was time to do something, but I felt like a deer in the headlights, I had no idea how to proceed.
I was in Annette’s office one day and expressed to her my frustrations and fears. She suggested I meet with her team. After meeting with them and learning of what they could do for my mom and me, it was like a huge weight was lifted off my shoulders. They were lifesavers for me.
As a team, they walked me through each step of the process, presented options and did much of the work for me. This was an extremely emotional time for me and the Peace of Mind team was always there for me, even during their vacations! They were such a help in giving me guidance on how to handle some very sticky situations that came up at home. I always had a shoulder available for me to cry on. They became my dream team.
They are employed as my mother’s advocate, but by helping me put together the best plan and finding the best facility that will meet mom’s needs, they are doing what’s in her best interest.
The red tape and hoops that you have to go through in this day and age is daunting and I could never have done it on my own. It has not been an easy journey, but I feel confident that everything has been done.
I strongly suggest this unique program to anyone that has any questions or concerns involving a loved one.
- Mel M.
"They are employed as my mother’s advocate, but by helping me put together the best plan and finding the best facility that will meet mom’s needs, they are doing what’s in her best interest."
Merely saying “thank you” does not begin to convey Robert's and my gratitude for all you did to help us with Jim.
You probably saved our sanity.
I had no idea dealing with someone’s end-of-life needs could be so complicated. Thanks to you, we were not only spared having to jump through an assortment of red-tape hoops but were prevented from tripping over invisible stumbling blocks we had no idea existed. In some respects, it was rather amusing to watch that red tape suddenly dissolve when I used the magic words “My Elder Care Advisor, with Peace of Mind Law..."
I am really going to miss having someone I can call up, scream “Now what do I do?!” and hear a calm, reassuring voice provide the answer, or even shoulder the burden for me.
Bless you for all that you do.
-Jann and Robert
"You probably saved our sanity."
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