She has strong opinions on how people spend money, save money, invest money, ... If I'm being honest you would be hard pressed to find a better financial / tax advisor. She is very knowledgeable and she has been extremely successful personally.

However, I 100% think that she would comb through my finances and have lots of judgement when our financial priorities did not align. She's done this with other estates she has been involved in. And historically she has shared these negative judgements with my siblings. Distributing our estate does not require access to our financial records and spending habits. I would prefer not to be the subject of judgement or gosip after I die.