Reviews
Overall rating
Kirra schulz
16 Apr, 2015
We used Max Alavi for our Trust planning and preparation. The process was incredibly simple, and the software he uses for the visual planning portion is awesome. He and his staff communicated with us regularly and kept us on track for completing our trust in a timely manner. I highly recommend Max for your estate planning and trust preparation.We have a very nicely organized document that we hope not to use for a very long time.
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Andrew demetropolis
29 Mar, 2015
Excellent service!!! I would highly recommend Max Alavi to anyone who is looking into setting up a living trust for there family. Max is very easy to work with, he is prompt in returning phone calls and emails with answers and suggestions. We had a fantastic expirence working with him.
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Rr crawford
05 Mar, 2015
Max,
Thank You for your help.
You made it very smooth, quick and convenient.
I should have went to you long ago
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Daniel fisher
13 Nov, 2014
Thank you Max! Excellent service provided in setting up our family with a living trust. Max is very professional and courteous during the entire process. We were able to complete a thorough questionnaire online that led into an easy office visit. I highly recommend Max Alavi if you need a living trust or any other estate plan.
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Mary dolphin
20 Aug, 2014
Max is a sensitive and intelligent person. He gave careful thought to my case and I appreciated that. My issue was not an easy one so if you have concerns that you feel uncomfortable about, he will put you at ease.
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Erin barco
25 Jul, 2014
Very professional service. Max was wonderful! He answered all of our ridiculous questions as my husband and I hadn't ever thought of having a trust and had no idea what we were doing. It was a very simple process, and his office worked with us to schedule appointments with our crazy schedule. With our growing family it's great to know that our children will be protected if something happened to me and my husband, and we can thank Max for that feeling of protection!
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Krista wildberger
23 Jun, 2014
Max was very professional and extremely personable. He answered all of our questions in great detail and put us at ease regarding our Living Trust. And we feel like we can come to him at anytime with any future questions. We highly recommend Max to anyone in need of estate planning.
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Fred gant
06 Jun, 2014
We were very pleased with the personal attention that Max and his staff gave us. The Visual Estate Planning for our living trust made things very easy to review and overall much easier than I imagined it would be. I would highly recommend Max to anyone considering doing a living trust for their family.
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Lisa mccann
08 May, 2014
Mr. Alavi made everything easy and efficient. He made himself available for any questions we had with quick responses. He was very knowledgeable, kind, and made us feel very comfortable in going over our living trust and will. We highly recommend him!
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David washburn
28 Apr, 2014
Max Alavi made the process of creating a Family Trust very easy.
He was organized and was able to answer any questions I had quickly.
He treated me with respect and asked thoughtful questions about what I wanted.
If you need a Family Trust I recommend Max Alavi highly without any reservations.
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Kyle kuzma
25 Apr, 2014
Max was great, the process of setting up our trust was easy and he helped us along the way. My wife and I are glad that we have the piece of mind now knowing that if something were to happen to us our wishes would be fallowed and our children will be taken care of.
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Mike callaghan
11 Apr, 2014
Max is personable and knowledgeable, and it was a pleasure to work with him on preparing our Living Trust. I would recommend him highly to anyone seeking assistance in preparing this sort of ducument.
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