Reviews
Overall rating
Carol and doug
14 Oct, 2024
My family has worked with Mr. Clay and his staff for the past 18 years and everyone in the organization has provided exceptional service. Ed, Donna, Regina, and Sara have always responded expeditiously to our questions and concerns with thought and care. The expertise Ed and his staff have in estateplanning and adminstration of trust and wills is unmatched. The annual review process is very thorough and the onsite client training sessions are fantastic. During these sessions, Ed takes the time to explain current law, reviews your and his responsibilites and future proposed legislation/regulations which impact your estate in layman terms. I would highly recommend estateplan.org services to anyone wanting to have a secure plan for properly registering and managing your assets properly while alive and a solid plan for how to transition assets per your wishes upon your death. I wish everyone could understand how much of a valuable service they provide, no way i could do this by myself!
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David
30 Aug, 2024
Ed and his staff are always helpful with our questions and in Client sessions. We’ve been clients for decades and always admired their dedication and clear direction they’ve provided.
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Bette
29 Aug, 2024
My husband and I have been clients of Ed Clay for 13 years. His professionalism and care for his clients are excellent. We are always well-informed. The staff is friendly and supportive.
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Irene
28 Aug, 2024
I have been working with Ed Clay since Feb. 1999 when he established a family trust for us. My husband died in July 2023 and now he is involved in moving my husband's assets to my trust.
I work with his assistant who completes the incomprehensible forms. His office is easy to access. Phone calls are answered.
emails might take one day. A great office!
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Anonymous
21 Aug, 2024
I contacted this firm about a matter involving my godmother's will while she was in hospice care. I was met with resistance and arrogance.
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Bobby feisee
02 Dec, 2017
Ed is a caring attorney who is detail oriented and whose mission is to create estate plans that work. He has integrity which seems to be a lost virtue these days. You are in good hands with Ed.
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Robin
14 Aug, 2015
I first met Ed Clay in 2002. He prepared a living trust for me and my now deceased husband in 2002. I like the fact the Ed has annual meetings and offers other seminars throughout the year for trustees and beneficiaries. I trust Ed Clay completely to understand estate laws and keep my living trust up to date with new estate laws. He's a great attorney and a wonderful family man.
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Anonymous
18 May, 2015
Ed led me carefully and effectively through the Family Legacy estate planning process to best accomplish my needs and goals in my retirement years. My assets have been placed to preserve and grow their wealth, and in a manner that they can be passed to the next generation in a protected way.
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Reg and sue t
30 Apr, 2015
We have been a clients for a number of years and continue to be impressed by the thoroughness of the Family Legacy Estate Planning Program offered by Ed. Clay. The program provides the comfort for us and our family that the documents are continually updated, there is an ongoing briefing on any changes in the law and even training offered to the family members within the program. In our search for managing the right legal partner this is by far the most complete program we have seen for managing our Estate Plans and it is administrated by an understanding individual in Ed. Clay who is dedicated to this field.
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John
30 Apr, 2015
Very knowledgeable and helpful in all aspects of estate planning. Takes the time necessary to explain all the intricacies and options that exist and helps with any option chosen. The plusses and minuses of each path you might chose are explained fully and I believe fairly. I would not hesitate to fully recommend Ed Clay as your estate lawyer.
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Rhonda
28 Apr, 2015
Ed Clay and his staff have walked us through every aspect of our estate planning. They keep us engaged, informed, and up to date on changes in the law that may effect us and our family.
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Anonymous
27 Apr, 2015
i have been Ed's client since the 1990's. He handled the estate of my late wife very smoothly during that difficult time. I continue to maintain my estate planning with him because I know he is efficient, capable and trustworthy.
By the way, this website will not let me change my recommendation when I erroneously hit the 'no' button. I DO recommend Ed.
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