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Businiess name:
Lubitz Julie A
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Review by:
citysearch c.
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Review content:
I have to disagree with all the previous reviews.
1. Julie Lubitz is not a lawyer, and lawyering is not a real word. So, probably consider the source.
2. When I interviewed with Julie, I realized that she has been in the business for a long time. Her fees are not that much more than any of the fiduciaries. If you went with one that is cheaper, you may risk the chance of them screwing up and costing the estate much more.
We worked with another fiduciary and ended firing her because she did not follow through with what she needed to close out the estate.
When we transferred everything to Julie, she made things happen, she made things move the direction that it needed to.
From my observation of the previous reviews. The ones that are complaining about Julie probably were the people who got the shorter end of the stick because they milked the estate before Julie got on board.
She had to deal with several beneficiaries that did just that, until Julie put a stop to it.
She always kept us in the loop. Everything was accounted for. I never had to worry that things were not taking cared of. If and when it is my time, I would hope it would be someone like Julie to handle my estate like she with my mother's.
Pros: Ethical, Integrity
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