Reviews

Grant Toeppen from Advance Planning prepared a trust for me and my wife. He was very professional and provided many key insights throughout the process. My wife previously worked as a paralegal at a different law firm and she was very pleased with Grant's knowledge on multiple subjects involved with our trust. Grant was very responsive to all of our inquiries in a timely manner. He would typically respond the same day and definitely within 24 hours of receiving our question. He was always on time for our meetings and walked us through each page of the trust he prepared. He covered each section of the trust in detail and made notes of each request we made for changes. Grant prepared multiple iterations of the trust and walked us through each of the versions until we were satisfied with the exact wording. Grant also transferred ownership on our property and updated the beneficiaries on our retirement accounts to our new trust. Grant was professional and courteous throughout the entire process. I highly recommend Advance Planning.

I have had the pleasure of being aquatinted with Mr. Toeppen for over 20 years and during that time I’ve been met with generosity, kindness, honesty, and respect. Furthermore, these positive qualities are matched by his wit and intelligence. Your estate is in capable hands.

Grant Toeppen is so wonderful to work with, I have been working with him for the last 2.5 years. I am the executor for an estate that is in Probate and let me tell you nothing has been easy with this. Grant has guided me through the whole process. He has answered all my questions, dealt with issues I was not comfortable dealing with, referred me to other professionals when needed. Grant is very prompt in answering emails and returning calls. I would 100% use him again.

Advanced Planning exceeded my expectations. Answered my questions and provided a very good value for estate planning. I highly recommend you give them a call if you are looking for an estate plan or probate needs.

Grant is awesome! Communication is great and I couldn’t be happier working with Grant on a family trust. You will appreciate his service!

Lance is definitely the guy to speak with, dial in couple law firms with my concern and lance was the only one that provide me all the information and advice I needed. If you need help with any case better call "lance"!

After my consultation, I felt much more informed and confident about my next steps.

Grant made a complex situation feel easy to understand.

My daughter and I cannot thank Lance enough for his incredible help and expertise! He provided us with outstanding advice and guided us through a challenging situation with professionalism and care. Lance’s attention to detail, clear communication, and commitment to achieving the best possible outcome truly set him apart. If you’re looking for an attorney who genuinely cares and delivers results, we highly recommend Lance. He exceeded our expectations in every way!