Reviews
Overall rating
Josie johansen
13 Jun, 2022
Working with Lisa was fantastic.
She was patient and understanding. My mother was nervous going in and very happy coming out.
We Highly recommend this place!
Thank you so much!
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Bah jo
19 Apr, 2022
So helpful and communication is top notch. Appreciate all the assistance and patience in our needs at hand.
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Michelle rice
05 Mar, 2022
Highly recommend! I've only dealt with Lisa and every time I do she always responds quickly and if she doesn't have an answer she finds it and gets back to me in a very timely manner. Very trustworthy company for all your trusts and estate planning needs!!
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Alan cushman
25 Feb, 2022
Lisa has been professional and extremely helpful every time I’ve been to the office or had phone contact. She has always made arrangements for my needs, been timely with appointments and gotten back to me quickly when she needed to research information for me. I have been very appreciative of all the help she has provided me over the years.
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Derek bryant
22 Feb, 2022
Our estate planner Lisa donath helped my wife and I set up our living trust for our son and grandkids so that when we pass everything we go as planned. We really appreciate the professional help and advice that Lisa gave us in ensuring our families future,thank you very much Lisa donath. Derek and Mercedes Bryant.
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Steve white
18 Feb, 2022
M guerrero
14 Feb, 2022
I had a great experience in getting a Living Trust with Century Trusts & Estate Planning in a very short noticed. Lisa knew the urgency I had of making a Living Trust. She stayed in touch with me at all times and helped expedite the process due to our time constrain. Thank you Lisa!
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Alden seifried
11 Feb, 2022
Very Happy, they did 2 living trust for me
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Joleene ladyman
11 Feb, 2022
I recently updated my Revocable Trust, originally created with my husband in 2001, with the help of Lisa Donath at Century Trusts and Estate Planning. With the passing of my husband, several things had changed so Lisa advised me of the best way to reorganize my Trust items. Also some laws had changed so she provided all documents as currently required. I received the completed Trust in a timely, efficient and easy to understand form. The whole process was completed quickly and to my satisfaction. The cost was very reasonable. I would definitely recommend Century trusts and Estate Planning to anyone needing to create or update a Trust.
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Sally ancheta
10 Feb, 2022
Lisa Donath and the team at Century Trust & Planning assisted our multicultural family with securing an updated Living Trust, for our step-mom, after our dad's passing, in 2021. With Lisa's assistance, we knew we were in the best hands to secure our mom's future care, future needs and future desires. We were able to walk through the changes mom wanted to make to their Trust with ease and support, truly the best team to work with.
The security knowing we have mom's interest covered in her Trust provides security to navigate her future needs and desires in her senior years, with confidence and peace. I would highly recommend Century Trust and Planning with your Estate Planning.
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Mary denike
10 Feb, 2022
Lisa made the whole process of updating my mom’s trust so easy! She explained everything so we understood the process and answered all of our questions. She gave us peace of mind that everything was done correctly
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Jacquelyn adams
10 Feb, 2022