Reviews

Everyone has been Very, Very, patient with me during very important and life decisions to be made for myself after my Husband passed-on.. Patience is Jessica’s forte’ ‼️I highly recommend their Expertise..

The father & son duo are very informative . Their throw in of humor adds entertainment to an otherwise dry subject matter.

My experience with Preston Estate Planning as my trust attorney over the many years I have been a client has been excellent. I always received professional customer service from the attorney or any of their employees, I had interaction with over the years. If I had a question that I needed an answer it was always done. I am a very satisfied customer with them and I'm sure when I'm gone my family will get professional service from Preston Estate Planning.

Very professional and extremely customer service orientated they did an awesome job with my Living Trust

We (me, my wife) signed up with Preston Estate Planning in September 2021. My wife's sister signed up two years ago. We are very impressed and satisfied. They held monthly webinars and send monthly "Piece of Mind" news letter, talked/written by the father and son attorneys and other staff attorneys. We enjoyed the webinars and reading the news letters very much and learned a lot. I can feel the passion and endeavors to the excellency into their long-time professional service from their personal phone calls, detailed step-by-step documents, webinars, and news letters. Their instructions and the content of estate plan binder are well prepared, clear in structure and thorough. Their staffs track proactively and review the documents and the progress of our above normal complex estate plan set up, and respond to our questions quickly. During our rather complicate funding process, their staff always responded our questions quickly. Sometimes the funding staff would proactively forward my question to the attorney to review the documents and gave comment, or even arrange a consultation phone call with the attorney. Overall, we are very impressed with their excellent services.

Great service

Working with John and all of his associates on our trust has been very informative and painless. I would recommend them to anyone looking to set their trust.

I HAVE BEEN A CLIENT OF PRESTON ESTATE PLANNING FOR APROXIMATELY FOUR YEARS. WHEN I CAME TO PRESTON MY 1998 LIVING TRUST HAD BEEN AMENDED SEVERAL TIMES. PRESTON DID A 6TH AMANDMENT AND COMPLETE RESTATEMENT OF SAID TRUST. I AM VERY CONFIDENT THAT PRESTON HAS "COVERED ALL THE BASES" WITH THE REWORKING OF MY WILL AND TRUST. WHEN I PHONE PRESTON WITH QUESTIONS OR CONCERNS REGARDING MY TRUST, I SOMETIMES AM ABLE TO SPEAK WITH A REP IMMEDIATELY OR GET A CALLBACK IN A DAY OR TWO. PRESTON'S CONTINUING EDUCATION INCLUDES A MONTHLY NEWLETTER AND A WEBINAR. AN ANNUAL ESTATE PLAN REVIEW IS INCLUDED WITH THE $295 PER YEAR PRESTON ESTATE PLANNING MEMBERSHIP.

Coming in without a trust, they really educate you properly and are fully transparent. My husband and I truly value their input, guidance, and expertise.

This process was made so easy with Preston Estate Planning at the helm. We had been putting it off as we weren't sure how much work it would entail on our part, but once we contacted Preston, they knew the exact questions to ask to make it as simple as possible. They were willing to work with our specific detailed requests and made the process smooth, quick, and easy.