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Reviews
Overall rating
Steven beach
25 Mar, 2024
They did a great job in setting up both mine and my parents Trust. When my father died recently, they were right on top of the changes necessary.
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Linda busschau
25 Mar, 2024
Always a pleasure to work with the everyone at Preston
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Judith ruekberg
25 Mar, 2024
I appreciate Preston Estate Planning. They have been supportive of my family both in the creation of our trust and continued updating that we have needed due to my husband's passing. They are experts in the world of trusts and provide their clients with ongoing education that is easily accessed online. I feel confidant that they will be there to provide continued support of my family in managing our trust.
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Rose delgaudio
25 Mar, 2024
Working with Preston Estate Planning has been a quick, efficient, and smooth process. JM and the staff have been very responsive to questions and educating as we go along. Their professionalism is exemplary.
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Francesca paist
25 Mar, 2024
We have gotten great attention and advice from several departments in a timely manner. They are superb in following up to make sure all your assests are titled properly! We feel very fortunate to have found an Estate Planning company that is responsive and thorough. We are confident that they will be there to help implement the trust when the time comes.
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Catherine lee
25 Mar, 2024
This firm spends lots of time and effort to educate clients on the intricacies of estate planning. They host very useful educational webinars and Q&As. Clients are ensured that their successor trustees will get help when the time comes to execute. That is a huge value added.
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Paul adams
25 Mar, 2024
Excellent experience and very knowledgeable staff.
Paul Evans
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Richard justice
25 Mar, 2024
When I submitted my accounts for review one was noted that it was not correctly titled but did not include what the title should be.
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Carol maridon
21 Mar, 2024
I needed assistance when my husband passed. I was talked through the process with care and understanding. My children will have no worries when they will need assistance with the estate process
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Bruce henry
21 Mar, 2024
Del williams
21 Mar, 2024
Morgan miller
21 Mar, 2024
JM Preston has been very informative & diligent in putting together our plan. They are very thorough and provide excellent updates throughout the year on relevant topics. Thank You Preston Estate Planning.
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