Reviews

Jason took excellent care of us while setting up our estate planning documents. He made sure to listen to what we wanted for our estate and recommended appropriate documents for a secure estate. It was an absolute pleasure working with Jason and we would recommend him to anyone looking to setup estate planning documents so you can decide how your estate should be handled at the time of your passing.

Great experience

We recently had Pinnacle Estate Planning update our living trust, and we couldn't be happier! My family moved to North Idaho from California four years ago. Our trust was drawn in California 20 years ago, and has been updated along the way. When we moved to Idaho, we had a meeting with Pinnacle to discuss the implications of our trust being drafted in another state, while now living in Idaho. We were offered a complimentary initial consultation, where we were clearly presented what was an issue with our now out-of-state trust, and what wasn't. Pinnacle then made the changes to our trust that we felt were necessary, and we are very happy with the recommendations, particularly with both children and grandchildren to consider in our estate. Best part: the staff was super courteous, responded quickly to our inquiries, and made our options clear (without using legal jargon). I highly recommend Pinnacle Estate Planning to either update your trust, or create one from scratch.

I highly recommend Jason Gray !!! I am extremely grateful for his help with my Estate Planning - very knowledgeable and kind!!

A big thank you to Jason and Pinnacle Estate Planning. I appreciate their thoroughness and expertise on wills and trusts. They were able to work with me remotely, which was a huge help with my work schedule.

I recently had the pleasure of working with Pinnacle Estate Planning, and I can't speak highly enough about my experience. Jason's extensive knowledge of estate planning is truly impressive. He patiently answered all my questions, no matter how detailed or complex. His ability to explain intricate legal concepts in a clear and understandable manner made the entire process smooth and stress-free. Jason's professionalism and dedication to his clients are evident in every interaction. I highly recommend Pinnacle Estate Planning and Jason for anyone seeking estate planning services.

Love Kinzo!

Excellent service, quality care, affordable prices, fantastic product!

Jason is one of the best! if you need estate planning of any sorts he is the man for the job!

Jason is top notch in his expertise in estate planning and will assist in providing the best fit for your estate needs. I highly recommend him for not only his knowledge, but his kind heart while working through the process.