Freeman | Wine, LLC — Local services in Mount Pleasant

After moving to South Carolina from another state, my husband and I realized that we needed to update our Trust and related documents. Our Trust needed to meet South Carolina-specific requirements. Also, since the Trust and related documents were about ten years old, we wanted to ensure ourselves that the provisions of the Trust still reflected our wishes. A family member had used Freeman/Wine LLC to create their Trust documents and recommended them to us. The process that Dana Wine walked us through was thorough and straight-forward. We had two meetings with Ms. Wine, the first to determine what needed updating in our existing documents and then a second meeting to review the updated documents and sign them. The entire experience was efficient and reassuring. Moving to a new state and finding new professionals to assist you in key areas of your life is daunting. We are pleased that we found in Dana someone who put us at ease with clear, essential information and who proceeded carefully at each step to assure she understood our...

Dana set up a will, trust, and medical documents for our family. Our needs were more complex than we felt we could manage on our own or with on-line software applications. We met as often as we felt we needed to with Dana who set aside generous amounts of time to ensure she understood our wishes and then again to walk us though all of the drafts and final documents. Dana was more than competent as an attorney. Estate planning is her area of expertise and this was abundantly clear to us. She was friendly, patient, and thorough in all matters related to our estate planning needs including working with our financial advisors. We strongly believe you could not...

Dana Wine and team did an exceptional job in managing our will, trust, and estate planning. In 2017 we worked with her in our original will and trust after moving to South Carolina. This year we needed to update our document and planning. In both cases she was very professional and did a excellent job with explanation of all options. This included assistance in working directly with our wealth manager and finding a very reputable trustee needed for some family members Also, am very pleased she and her team will assist in the difficult probate and tax process after we pass. From our very positive experience we would highly recommend...