Reviews

Very thorough and communicative through the entire process. Answered all of our questions and helped us every step of the way. Would recommend.

Finding myself in a position of making financial decisions alone was not something I ever anticipated. Thankfully, I came across Pevney Estate Planning at the perfect time. Michael is knowledgable, thorough, and efficient which confirmed I made the right choice. All of my questions about creating my Trust were answered fully and I was never left unsure about anything. Meeting at the signing was a comfortable experience as Michael and Heather are personable and professional. They are truly invested in helping clients create plans that meet their individual needs. I left with my Trust in hand and a peace of mind that everything is in order for the future.

Mr. Pevney was informative and thoroughly answered all of my questions. I highly recommend speaking to him for any estate planning questions.

I found Michael on Tiktok where he has a lot of great content on estate planning. I was able to complete my trust in confidence through zoom meetings, and email, where he answered my questions and concerns. The whole process was so easy, and I'm grateful I found him! Michael is incredibly knowledgeable, kind, and a great listener. He spent time learning about me, and my wishes, and was able to put together a solid trust.

Mike was knowledgeable, efficient and incredibly easy to work with. I will recommend him to all my family and friends!

We had a fantastic experience working with Michael. From our first call to the signing, he was incredibly organized and detail-oriented. Michael was always responsive, quick to answer questions, share details, and offer recommendations. He made the entire process straightforward and easy to follow, consistently maintaining proactive communication. Michael's team made us feel very comfortable throughout.

Michael and Heather hired me to notarize documents for their client here in Northern CA. They provided me with excellent clear communication in advance of the appointment. Michael was friendly over the Zoom call, and he took time to be sure the client understood and was comfortable with the documents she was signing. I would not hesitate to work with Pevney Estate Planning again in the future.

Michael is a delight to deal with. We were in a place where we didn't know what we needed but wanted to be well positioned. Michael walked us through the process, fully explaining our options (often multiple times) until we were comfortable. His process is thorough, his touch is very personal. We started out apprehensive and ended fully comfortable and in the end, relieved and so more at piece. He cares about your outcome and holds your hand through the whole thing.

Great professional experience, thank you Michael!

This was pretty much a painless process. He was patient; willing to explain things more than once if needed; delivered the services specified; and was clear and concise.

Pevney Estate Planning was a wonderful choice for my family to plan out a trust. Michael was knowledgeable, listened to my family situation, and understood what I needed. He was efficient and quick. Thank you!