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Reviews
Top review highlights
Pros
1
Excellent customer service and professionalism
“Portia Wood and her team crafted an organized, thorough, and exceptionally well-executed will for me. They were timely, professional, and patient.”
2
Knowledgeable and experienced in estate planning and financial literacy
“Portia Wood is a consummate professional with a diverse and valuable understanding of the law. She is a solid mediator and knowledgeable in estate planning and financial literacy, so very important for our community.”
3
Helpful in clarifying wishes and understanding the process
“They answered my questions thoughtfully and helped me clarify my wishes and understand the process. They brought up things to consider that I never even thought of.”
Cons
1
Issues with timely delivery of documents and communication
“I did not learn until the day of my signing, with my notary on her way that the packet was not going to arrive on time. I had to cancel her and my witness.”
2
Lack of attention to detail and errors in documents
“There were typos in the original and updated packet, and I had to print over 100 pages.”
3
Questionable billing practices and lack of accountability
“I am still seeking a partial refund because they did such a poor job that it feels unjustified to let them keep all of the money.”
