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Reviews
Top review highlights
Pros
1
Comprehensive and thorough estate planning services
“Preston Estate Planning is the best! Their webinars are very informative. John and J.M. make a great team.”
2
Responsive and accessible staff that provide personalized attention
“Whenever I contact Preston Estate Planning I am sure to get a timely response to my needs.”
3
Ongoing education and support to keep clients informed of changes
“I love the monthly news letter that comes out each month. Keep them coming.”
4
Smooth and seamless process for executing estate plans and trusts
“The finished Life Plan Portfolio, which we received by Fed Express, is in a beautiful 3 ring binder that is neatly organized for when the future need arises.”
5
Strong expertise and knowledge in estate planning laws and regulations
“They have a great depth of knowledge and are always thinking ahead about what could happen in the future and how to take care of problems that could arise.”
Cons
1
Can be more expensive compared to other estate planning services
“They are not inexpensive, but you get what you pay for.”
2
Longer turnaround time for completing final documents
“It took a bit longer than I anticipated, but the final result was worth the wait.”
