What Clients Say About Transference
Transference is rated 5.0 stars on Google. Here’s what executors, family members, and fellow professionals have said about working with us — in their own words.
Daniel Myers
“In such a difficult time for our family, It was invaluable to have Ed there to help us organize and move forward. I don’t know how we would have managed such and overwhelming task with out him. Can’t thank Ed Knight enough.”
Jennifer Ullman
“Ed Knight is incredibly resourceful, helpful and thorough! I highly recommend using Transference to help navigate the complexities that can arise after a loss.”
Mark DellaValle, Attorney
“As an attorney engaged in probate matters and estates I have had to deal with the maze of forms and internal procedures presented by brokerage houses to liquidate and transfer funds. There is also the excessive time on hold when calling the brokerage house with questions regarding same. Recently, I had a client who was attempting to resolve 401k issues for her account and as executor of her brother’s estate without success. I contacted Transference and they were able to fill out the proper paperwork, make the calls, and access funds in short order.
I would wholeheartedly recommend Transference to both future clients and other lawyers in any dealings with the major brokerage houses.”
Richard Russo
“Ed Knight from Transference helped my mother navigate the endless paperwork she was inundated with after my dads passing.
I’m not sure how she would have handled it without the help of Transference. I am so thankful for their help.”
Joanne Holmberg
“Ed Knight has been invaluable in helping me to get our affairs in order. His advice and research have shown me what to do in a very difficult time. I highly recommend his services!”
Worked with Transference?
If we’ve helped your family, we’d be grateful for an honest Google review — it helps other executors and families find us.
Call Transference: 203-623-6083 for a free consultation.
Transference provides administrative support only — not legal or tax advice.