Annette Seminar

Annette Dawson-Davis conducting an estate planning seminar

This is what the audience said about the ABC’s of Estate Planning at the CalRTS (California Retired Teachers Association) Retirement Resources Seminar:

“Incredible presentation and accompanying materials. Very clear and helpful.”

“Very personable, organized, and on target for having our estate material available to family on hand.”

“Very informative & easy to understand.”

“Very complete-great presentation.”

“Efficient, knowledgeable, personable and caring. Annette updated our will and trust, finding creative ways to do this while keeping us safe and comfortable during the pandemic. Great service.”

Jack and Pearl
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“We used Mrs. Dawson-Davis for modifying our living trust. With one meeting we cleared up all the issues and shortly thereafter received all the necessary paperwork for review. Since we were leaving on a 3-week vacation she met our time frame and we signed all the paperwork prior to having to leave. 

Mrs. Dawson-Davis is very knowledgeable and pleasant to talk to with reasonable fees..
WE highly recommend her for your estate planning needs.”
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“We found Annette Dawson-Davis to be very professional and detail-oriented. She prepared our Trust in a timely manner and corresponded with us throughout the entire process. She has a delightful personality and gave us lots of good advice. We will definitely recommend her to others.”
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“Annette wrote my trust documents and guided me through the process. I think it was a pretty standard situation, but there were a couple of things that she had to research. She was on time with her part but did not rush me. She was recommended by a friend and I am glad I went to her. Job done, cost as agreed.”
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“Ms. Dawson-Davis set up our family trust. She was very patient with us and helped up think through the specifics we wanted to incorporate, as well as cautioning us about several things we had thought about doing but that could have led to problems down the road. Her advice led us to take several actions which were necessary to resolve some financial issues that had existed for some time but that we had ignored. In all of this, she was helpful, friendly, courteous, and just a pleasure to work with.”
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“I would highly recommend Ms Dawson-Davis, she assisted me as I encountered multiple problems as a POA for a friend before and after he passed away. She gave me ethical and successful advice. She displayed a passion for helping when i was in a stressful situation. She went above and beyond for us when we needed her the most.”
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