Reviews

Overall rating

star star star star star
5.0 9 reviews

K casey

star star star star star
05 Oct, 2024
Our experience with Jeffrey Stephens has been exceptional. He is responsive, knowledgeable, insightful, and kind. Currently, he is working on three separate cases for us, with expertise and great attention to detail. It is such a relief to have competent representation. He recently amended our existing trust, and provided all of the trust administration on my mother in law's estate. His wonderful team, Colleen Diaz and Caitlyn Andrijich, are also always reliable, helpful, and reachable. It has been a pleasure to work with each of them.
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Genesis apologetics

star star star star star
09 Nov, 2023
Their team does an AMAZING job! Very professional; very knowledgable.
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Robin hooker

star star star star star
11 Jul, 2023
Great support from Kimberly.
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Paul

star star star star star
03 Aug, 2021
Caitlyn provided excellent advice specific to our requests. She had multiple solutions from which we could choose that would best fit our needs. All the paperwork was in order and complete, no surprises. On time and with all the answers. We were impressed with her confidence and completeness.
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Eli groppo

star star star star star
21 Sep, 2019
Jeff Stephens was patient, understanding and informative. We were dreading the process of estate planning and he made it a breeze. Many thanks!
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Judi freyman

star star star star star
04 May, 2018
Jeffrey is a a good communicator. He was very responsive to my questions and kept me posted on the status of my estate planning work. He explains complex issues clearly and with understandable examples. He is a creative problem solver. He helped me calmly sort through financial and family issues to produce an estate plan that addresses my concerns in ways I never previously considered. I have consulted other estate planning attorneys over the years and Jeffrey is definitely the best I have worked with. I now consider him a key member of my advisory team.
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Nate wyne

star star star star star
30 Apr, 2018
Jeff was very thoughtful and clearly explained the ins and outs of a trust to us. The process was smooth, thorough and well priced. The process seemed fairly daunting from the outset, but as the full functionality came together it made us feel much more secure in our family's future knowing this document was in place. Thanks for all your hard work Jeff!
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Patricia joy

star star star star star
19 Jan, 2017
I've had the pleasure of working with Jeffrey over the past several months, as I am Executor for my dad's trust. Having never been in such a role before, I was not confident about my duties and how to handle the process. Jeffrey was extremely knowledgeable, organized, supportive and patient as he guided me through the completion of the appropriate tasks. He has been completely professional, always responding in a timely manner to any concerns or questions that I've had along the way. I would be most happy to seek Jeffrey's legal counsel in the future.
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Tod bechtol

star star star star star
16 Nov, 2016
I have known Jeff for about 4 years and my association was principally through our church. Prior to working with Jeff for legal assistance, my initial impression was of an individual who was concerned for the well being of others. This trait serves him well as often attorneys are known for being concerned only for themselves. As we came to know each other more, I decided to enlist Jeff for legal matters, specifically to create a trust for my wife and I, as I also came to value his intelligence and my perceived quality of legal work. He has not disappointed on any count and I would highly recommend Jeff for your legal needs. Tod Bechtol
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