Reviews
Overall rating
Anna-lisa hering
06 Feb, 2024
We couldn't have been more pleased with Sumner and Associates! They were efficient, had excellent communication and answered all of our questions while creating our family trust. Thank you to all!
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Tom horlacher
17 Jan, 2024
Very nice and informative team @ Sumner n Associates. We are very satisfied with their performance.
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Danny mason
17 Jan, 2024
Scott Sumner and his team have developed a thorough process to create Wills and Trusts. Using a multi-phase approach to complete each step, they made sure we had time to review and understand what we're doing. After the signing we had a nearly complete, thoughtfully organized binder that will make it so much easier to put to use when needed. It wasn't complete because they also included a list of the additional documents and next steps that we need to add and maintain to have everything in one spot for our heirs. Passing is inevitable. But Sumner and Associates have provided us peace mind by creating a document that will ease the administrative burden on our children after we're gone and helped us ensure that our assets pass quickly to our heirs and not spent unnecessarily in time or money in probate.
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Pritish khale
08 Dec, 2023
We had this wonderful opportunity to do our estate planning and the whole experience was great. Sean Parent was our legal advisor and he was excellent in explaining the details, making sure we understood everything and was very responsive. Sarah and Rori also helped out. Overall great team of attorneys and paralegals and would definitely recommend anyone who is looking to estate planning. Keep up the good work. Your top notch quality of service matters.
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Jamie brooks
02 Dec, 2023
I would highly recommend this firm. Great communication throughout the entire process of getting my trust/will completed. Sean was very professional and explained every process thoroughly and Sarah was very helpful throughout the process as well. Thank you for everything!
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Lisa harris
02 Nov, 2023
Folks at Sumner were professional, kind, intuitive and on point throughout. Highly recommend them. Thanks.
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Michelle walker
18 Oct, 2023
Great professional service, very informative, I recommend.
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Jillian bachleda
25 Sep, 2023
We have nothing but positive things to say! It was an amazing experience. We were provided with all the information we needed to fully understand all the estate planning documents and he took the time to let us ask questions / clarify misunderstandings. He was patent, informative and ensured we 100% understood every document we signed. Very glad we went with Summer and Associates!
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Mark candela
06 Sep, 2023
Recently had a great experience with Scott Sumner and his staff. Very professional with excellent people skills. Scott provided a complete estate planning trust. Service was great and information provided was very detailed. I would highly recommend Sumner and associates for any estate planning needs.
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Brian hart
16 Aug, 2023
The office was phenomenal in helping my wife and I establish our trust. Very informative every step of the way. Thank you!
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Carol zachrich
26 Jul, 2023
Great experience! This team has the estate planning process down to a science. Very efficient, timely and responsive. Appreciate their expertise and demeanor. Highly recommend!
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Christopher lee
06 Jul, 2023
This is where you want to go for wills, trusts, or family estate planning. It was quick, thorough, organized, and pleasant. I only wish I could give them a 6th star.
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