Reviews

Such great information about Trusts, explained simply and clearly.

All aspects are top notch. 100% satisfied

Great information on the webinar on estate planning problems. I still have questions to ask at a later time

Very personable men, easy to talk to and confide in, and their monthly Q&A's always answer important questions that sometimes we didn't realize we need to know.

Very pleased with the well thought out process of filling the individual needs of our community members at large within the Estate Planning Retirement mode; indeed, John Senior and his ( family) selected members of men and women follow in part what could be called “Maslow’s Pyramid Theory” by meeting specific individual Clients Needs and Goals. I believe “the Crew” which John heads up are aware of their specific roles to be played out, while carrying on Positive Reinforcement on a daily basis. I particularly like the Q & A’s given. Questions are answered from “the womb to the tomb” 🤔.... Warm Regards, Dr. Julio ( Jay) Garcia, Client

My wife and I have been members of the Preston Estate Planning for many years. We have not had the need to require individual help however we find the general meetings, videos, and mailings extremely useful. All personnel are polite and ready to help. As users of the yearly maintenance plan we are constantly kept up to date. We highly recommend Preston Estate Planning

Very interesting and updated information for our knowledge. Much appreciated.

It was a very informative workshop on living trust. We learned a lot of what to do on different situations related to asset preservation and distribution when something happens to the trust owners.

We have received great legal advice/services in setting up our trust and keeping it current. Attorneys and staff are great to work with and quickly respond to questions.

We submitted our question ahead of time and received email saying it will be addressed during the Q&A. After waiting an hour and not receiving the answer was very disappointing. Hopefully we will get the question answered via email soon.

Many of the questions touch on my own interests and better understanding of our own Trust and Estate matters. Thank you.

Preston Estate planning has given us so much good advice. You can call them with any questions and they will respond immediately and ease concerns that you may have. I recommend them wholeheartedly,. We have been clients for about 4 years.