Reviews
Overall rating
Angie handzel
27 Nov, 2024
Working with Sarah & Palmer has been great. They handled our trust with speed and accuracy. Always able to answer all of our questions. Glad we chose them for handling such an important issue.
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Karen kotzman
25 Nov, 2024
From our initial meeting to signing our documents, the team walked us through the steps to set up our trust and secure our wishes for our family when we are gone. Thanks for your attention to detail and answering our questions. Gives me peace of mind now.
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Shirley o. b.
20 Nov, 2024
We are very satisfied with the services we received. Both Sara O. and Palmer C. did a great job in answering all the questions we asked them. They're very knowledgeable and very helpful throughout the whole process.
We also want to acknowledge the ladies at the front desk for being so kind and friendly!
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James balecotcha
20 Nov, 2024
The staffs are professionals and you can definitely depend on them.
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Pam harkins
18 Nov, 2024
Chris koscielny
30 Oct, 2024
The folks at Stockton & Kandt were the most wonderful, professional to work with. Setting up estate documents was much easier than I anticipated. Everything was explained very thoroughly every step of the way. I highly recommend this company!
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Teri mills
14 Oct, 2024
We went to a seminar at the Waldo library and met one of the founders and enjoyed his manner and expertise. We met with Blake Cauble-Johnson to create our trust and he was personable, funny and professional! The whole staff was friendly and helpful. We enjoyed Christy Ward as she walked us through the portfolio- the giant portfolio! We felt heard and confident we made good decisions that will ensure our trustees will have a map to follow upon our deaths. Thank you
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Miguel rivera
25 Sep, 2024
The firm was very organized and active with appointments and follow-ups. Definitely will continue with them for further consulting.
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Debbie walsh
10 Sep, 2024
It was simply the easiest process I’ve ever had. Everyone was so kind, detailed and very helpful! Highly recommend them.
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Linn field
19 Aug, 2024
Document update, even after year’s delay on my part, was swift & seamless. Much appreciated.
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Bruce aldrich
08 Aug, 2024
Very helpful in setting up our will and putting our stuff in a trust! Also created the power of attorney and medical forms we needed.
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Maria alvarado
08 Aug, 2024
Always prepared and thoughtful in their approach. Lots of great information!
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