Reviews
Overall rating
Dj wellington
06 Jul, 2022
After investigating who should handle our Family Trust, my wife and I are quite happy that we chose Preston Estate Planning. After sitting down with Mr. Preston for the first consolation which was very thorough. Mr. Preston was very detailed in explanation and patient in answering all our questions. I'd have to consider him "The Godfather" of Family Trust Preparations. His depth and knowledge from his years of experience is quite impressive and his Group is very professional. I can safely and with confidence offer this review and will be referring friends and associates especially the ones that already have Trusts set up, to bring them in for as free review to see how theirs measure up.
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David beery
06 Jul, 2022
Preston Estate Planning is extremely professional, timely, and thorough. So glad we are part of their team.
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Mary ellen breight
06 Jul, 2022
I was referred to John Preston by a long time family attorney. John, his associate attorneys and support staff were very professional and dedicated to developing a comprehensive estate plan specific for my needs.
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Sherry laughman
06 Jul, 2022
I have great experience with Preston Estate Planning. First with my Mother being a client and seeing the care and complete expertise given her Living Trust. The ease with making updates and changes to the trust due to life circumstances. The Life Plan program is what really sold me on Preston Estate Planning.
I had set up a living trust for myself 20+ years ago including a special needs trust for my son. The only contact I had with the lawyers after the trusts were completed was several years later, I was informed that the attorney I used had suddenly past away. I waited to hear if anyone was taking over his clients. I called, after having several attempts no response, and due to very busy life of being a single parent with a child who had disabilities I gave up and put it to the side.
Now 20 years later and needing re-do my trust I decided that Preston Estate Planning was the way to go. They annually review the Trust (and all other documents) to make sure that all recent laws and personal circumstances are addressed. Preston Estate has always promptly returned phone call and completely answered any questions or concerns I have had.
I have complete confidence that my assets will be safe and distributed as I wish. I have peace of mind. I don't have the year to year worry that the law or changes to my circumstance need to be updated in the trust is a big nasty chore, that it will be easily done. I am still in the funding aspect, I am the only delay in completing this part. There is so much they include in this Estate Planning, too much for me to list. Visit the Preston Estate Planning web sit.
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Jim q
11 Jun, 2022
They provide excellent service and piece of mind.
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Russ loehr
11 Jun, 2022
We have been a client of Preston Estate Planning since 2005 and are very pleased knowing that our estate is well protected. We appreciate the notifications whenever there is a change in the law and the opportunity to participate in the seminars either in person or the recordings.
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Megan sayer
11 Jun, 2022
We had such a smooth easy experience with Preston Estate planning. John was thorough and sympathetic. It’s never easy making the decisions you have to make when family, kids, assets and your future is involved. We felt comfortable and taken care of. The concierge team was available to answer any question we had and quick changes we ran across after our initial visit. We know our future is in good hands.
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Sara lucero
11 Jun, 2022
We have had a wonderful experience working with the Preston Estate Planning team, and look forward to working with them for many years to come! They came highly recommended by friends, and everyone on the team has demonstrated exactly why they were recommended. Clear and friendly communication, expertise in what they do and the ongoing support have all helped to build our trust in this outstanding company.
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Carl carlson
09 Jun, 2022
John and Luann Preston have been our friends for many years. We have been very much enriched by that friendship and their great positive example.
We watched them raise a wonderful, responsible family, teaching their children to embrace integrity, love of God, country and others.
The Life Plan emerged from the brilliant, inspired mind of an actual caring attorney, and will continue with the help of his highly capable son and associates.
We wholeheartedly recommend Preston Estate Planning.
Carl and Rochelle Carlson
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Anthony didio
03 Jun, 2022
We had a lot of detailed questions on our estate documents prior to signing and JM was able to go through them and help us understand the details so we could get it notarized.
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Pok chan
03 Jun, 2022
we did learn a lot from the planning, and Mr. Preston did answer all of my concerns and provided us best solutions. it worth every dollar we paid.
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Colette kelley
03 Jun, 2022
So grateful for the guidance and attention to detail. I have already recommended Preston Estate Planning to several friends and business associates.
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