Lawyers map
Reviews
Top review highlights
Pros
1
Excellent, personalized, and friendly service from knowledgeable staff and advisors
“From the moment I walked in today I was treated with care and respect. Carol the receptionist greeted me and talked a bit about life as I waited for my appointment. My meeting was with Corbett LaDuke. Corbett was great to deal with, he answered all my questions, was very understanding of my limited knowledge of the topics we discussed, and ended our meeting with positivity and respect once we wrapped up our time.”
2
Comprehensive and thorough estate planning services
“Kent and his team handled our family trust and fid a FABULOUS job! Couldn't be happier. They are people you can Trust!”
3
Seamless coordination between investment planning and estate planning
“We believe the consolidation of our Estate Planning, along with our Investment Planning under Trajan will be a great benefit not only for us, but also for our beneficiaries down the road.”
4
Trustworthy and client-focused fiduciary advice
“Great Fiduciary, always keeping the clients interest first.”
5
Efficient and straightforward process for setting up trusts and estates
“For years my husband and I thought about creating a living trust but had assumed the process would be confusing, expensive and time-consuming. We could not have been more wrong.”
Cons
1
Concerns about the firm's adherence to fiduciary duties
“This company needs to re-evaluate their definition of a "fiduciary". They aren't even close.”
2
Instances of poor customer service and communication
“Poor customer service. I booked an appointment based on the recommendation of Dave Ramsey and with that I would have figured since being in a business that requires trust, that customer service would be their top priority. The first appointment that I booked was cancelled and rescheduled a day before the appointment, so I booked for the following week and today it happened again.”
