Before Judo:
I dreaded putting together my estate plan! There were so many documents being requested, and I could never keep track of them all. Every time I thought I was done, there was something else to send. It felt like an endless game of catch-up, and I wasn’t even sure if I was sending everything my lawyer needed.

After Judo:
Judo completely changed that for me. I can see exactly what my lawyer needs, upload documents in one place, and track everything in real-time. It’s no longer overwhelming—it’s simple, organized, and I finally feel confident that my estate plan is in good hands.

Before Judo:
Working on estate plans with clients used to be so stressful for my clients and for me. There were constant back-and-forth emails, missing documents, and confusion about what was already done. I spent more time trying to get organized than actually helping my clients.

After Judo:
Judo transformed how I work with clients. Now, everything is in one place—documents, tasks, communication. I no longer have to chase clients for updates or worry about missing paperwork. It’s freed up my time to focus on what really matters: guiding my clients through the estate planning process with clarity and confidence.

I'm here to take the busywork off your plate. I can build questionnaires, create checklists, and help you manage clients—so you can focus on what really matters. Anything you can do in Judo, I can handle for you.