Nancy L. Choate

Tommy Potts 

on Google

a month ago

For trust and estate planning, there is no one I trust more than Nancy and her team. Their wealth of knowledge and expertise in the space is second to none. Highly recommend! 

Walton Driggers 

on Google

2 months ago

Nancy Choate’s professionalism truly stands out during our interactions. She efficiently manages the estate planning processes, completing steps timely and with clarity. Nancy explains options with transparency, outlining pros and cons which has allowed my family and I to make informed decisions. Her communication was prompt and thoughtful, always available to answer questions or clarify complex points. She and her team display genuine care, ensuring that we understand how to manage our estate plan. Nancy’s friendly demeanor... read more

Polly Brasher 

on Google

2 months ago

Nancy is reliable, trustworthy, and very knowledgeable! I have worked with Nancy personally and with numerous clients. Simply put she is THE BEST! Polly Brasher CPA 

Daphne Moeller 

on Google

2 months ago

I see my original honest review was removed, so let’s try this again. I have been my mom’s sole caregiver since my dad’s untimely passing in January 2021. My narcissistic sister, who visits from California a few times a year, convinced (coerced) my mom to place the family property in a trust a few months after my dad’s passing, naming herself trustee. She had worked with Nancy Choate for years trying to convince my dad to place the property in a trust. He refused. I personally had no issue with a trust, but I had issues with... read more