Reviews

Jennifer Knight took care of all my issues and gave me more confidence than any other trust company I have had dealings with. Very well organised binder received covering all facets and feel I finally found a company that covers all foreseeable problems and makes sure that one is protected

I recommend Preston Estate Planning to my family and friends. I think they do a thorough and professional job.

I am highly satisfied with the services provided and really appreciate the monthly news/information bulletin that explains different points that could pose serious problems if not done correctly.

Preston's group is fabulous. They take care of everything. Most of my friends go to an attorney to get their trust drawn, and then go home with a binder with all of the trust material, and that's the last interchange they have with the attorney. With Preston they are with you all the time, making sure that you're aware of all the new laws and rules and making sure that you have everything registered properly. They put out a frequent newsletter, keeping you up-to-date on the IRS and estate regulations and also have periodic videos with important information to keep you out of trouble. I have never elsewhere encountered this complete an estate service.

Always provides clear and understandable explanation of complicated Trust issues. We are very happy to have our trust drafted and kept up to date by Preston Estate Planning.

I have not had a great experience with Preston. Although they have address a lot of situations for us to act on, I don’t feel that they have followed up with us to be sure we have the right information to them so that Preston can make the appropriate changes to our trust. I would like somebody to reach out to me and ensure I am providing necessary information for us to have a successful relationship. Thank you.

Bravo Zulu Preston Estate Planning is absolutely the best at what they do. A totally professional practice with the best in the industry from the top to the entry level staff. They nurture a culture of service, professionalism, and get it done mindset. Your goals are their goals. They are not a cookie cutter practice. They educated us on the best path for our specific needs. Their advice and guidance was geared towards providing us the best protections for us and our family. Worth every penny and some. We highly recommend Preston Estate Planning and their continuing education program. R & S White Fairfield, Ca We are US Navy Veterans and Retired Law Enforcement

Preston Estate Planning staff has always been very courteous, respectful and most of all knowledgeable. It is my good fortune to have them handle my Trust.

Preston’s estate planning firm will give you piece of mind that you’ve done it right! Excellent service and advice. Their Life Plan program is exceptional and very comprehensive..