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Reviews
Top review highlights
Pros
1
Knowledgeable and Helpful Guidance
“Kia guided me through all my options to keep my assets secure and to ensure my beneficiaries receive their inheritance without going through a costly probate process.”
2
Seamless and Easy Process
“Working with Kia and her staff has been a seamless and tremendously easy process!”
3
Excellent Estate Planning Expertise
“Her knowledge of the ins and outs of the process is phenomenal and we couldn't have done this on our own.”
4
Professionalism and Patience
“Your professionalism and patience with clarification was everything!”
5
Effective and Approachable
“Exceptional services! Quick, effective, approachable, one stop shop!”
Cons
1
Potential Capacity Issues
“They were very nice on the phone but ultimately turned down my business because they were 'too busy' at the moment, leaving me in a real stressful bind with an IRS audit.”
