Reviews
Top review highlights
Pros
1
Exceptional attention to detail and care in drafting estate plans and documents
“We have been very pleased with the attention and care each person on the team gives to our 'case.'”
2
Strong communication and explanation of the planning process
“They explained every step and made sure we were comfortable with our plan.”
3
Proactive approach to ensuring estate plans are properly funded and up-to-date
“They do what a good firm should be doing - prevent you from having problems in the first place.”
4
Personalized and non-cookie-cutter approach to estate planning
“No cookie-cutter approach here. They're not afraid to offer advice and suggestions, all in your best interest even if it wasn't quite what you were thinking.”
5
Knowledgeable, ethical, and caring team that puts client interests first
“Paul listened to exactly what I needed and made recommendations based on that. He gave advice that that was in my best interest and showed that he genuinely cared.”
Cons
1
Potential high-pressure sales tactics for additional services
“We felt rushed and there was a strong sense of urgency to sign a contract. He aggressively pushed us to also do an Annual Maintenance agreement for $895 after our initial first ”
2
Poor communication and unwillingness to clarify client's wishes
“We received an over the top letter from Mr. Mason stating we had completely terminated our entire relationship? We had NOT! There was NO communication to confirm if indeed that was our wishes after only a 10 month relationship!”
3
Disregard for client instructions and lack of responsiveness
“He disregarded my instructions and kept my $3800 for which I got nothing AND did not do the one thing I asked him to. I found him to be lacking in knowledge and communication skills, unwilling to listen to instructions and dishonorable.”