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Reviews
Overall rating
Bob novack
13 May, 2019
Scott and Sarah were very professional and thorough in creating our will's and trust. Scott took the time to clearly explain how each document affected us and what we needed to do to ensure accounts were properly directed the trust. I would highly recommend Sumner and Associates for your probate and estate planning needs.
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James quinn
13 May, 2019
I recently worked with Scott Sumner to complete estate planning, including creating a will, and trust. It was a genuine pleasure to work with Scott, who is professional, personable, and very organized - overall excellent. I highly recommend Scott.
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Denise
04 May, 2019
Extremely well prepared, Patient, pleasant and knowledgeable. Process was completed quickly and Megan was understanding of last minute revisions.
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Jim morrocco
01 May, 2019
I recently used Sumner and Associates to create a living trust.
The process was very organized and logical. The accompanying the trust documents in explaining (or reminding) me how to put my assets into the trust. It is very comforting now that I have completed my tasks that I have taken care of this for my children. Thanks again Scott for a pleasant and rewarding experience.
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Cathy morrocco
01 May, 2019
It was a great experience. Scott was very nice , took his time, explained everything and answered all and ever question we had.. I'm so glad we chose him.
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Kenneth
01 May, 2019
Meghan Schuler was very professional and very instructed. She was kind and very personable and will and have referred her to more associates at work Her information was very complete and understanding. My wife and I were very pleased thank you!!
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Annette
01 May, 2019
Ms Schuler Todd made my husband and I feel comfortable while dealing with the serious matter of drawing up a will and trust. She answered our questions thoroughly and patiently.
Communication via emails with her and her paralegal, Sara was an effective way to also get the work done.
I would recommend her.
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John meldrum
30 Apr, 2019
We recently met with Scott Sumner regarding estate planning. He was extremely thorough and meticulous in his legal review with us. He took the time to ensure that all of our questions were answered, and he provided us with several recommendations that went above and beyond what we were expecting. The office staff was very friendly and welcoming. I would highly recommend Sumner & Associates to those in search of legal assistance.
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Drew ashton
15 Apr, 2019
Excellent staff and excellent service! Could not be happier and would highly recommend!
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Kurt hochstein
14 Mar, 2019
Megan and Sarah we're very professional and explained everything in detail. They are awesome to work with! Handled our trust very quickly.
Thanks so much!
Kurt and Melissa
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Elizabeth doppke
13 Mar, 2019
We had a trust prepared through this firm and we were very pleased with the services we received. We had no prior knowledge regarding this process and Scott and his staff were so wonderful in answering all our annoying questions and helping us through the entire process. I would certainly recommend them!!!
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Donald s.
18 Feb, 2019
I had a great experience with Sumner & Associates. Megan & Sarah were very friendly and courteous. All communication for my required services were clear, informative, professional and I never felt rushed. I left with a more knowledgeable understanding and very comfortable with the outcome. Thank you, Ladies. Don
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