Reviews
Overall rating
Tony parrish
06 Jul, 2023
In August of 2022, Sumner & Associates helped us with Estate Planning for my husband and I. We were impressed that they didn't blink an eye when asked by an LGBTQ couple. Important that I mention this for others looking for good representation. The team was thorough and provided good tips based on the law. Thank you Scott, Sarah, and Rori!
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Eric bentley
06 Jul, 2023
Highly recommended! They were very easy to work with and very informative about all our questions. The entire process went smoothly.
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Nitin shah
10 May, 2023
This office is awesome and I really the way their process and they explained me the step by step process to go for will documentation. When we visited the office to sign final document it was very transparent and clear process and was done quickly. Thanks to Sarah for coordinating and communicating each and every steps clearly and timely.
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Edward sezniak
20 Mar, 2023
Will and Trust. Service was very well organized and guided us through the writing of a will and establishment of a trust. We also established durable power of attorney and advanced health care directives. The purpose and function of each device was clearly explained along with the roles and responsibilities of the different participants. Competitively and fairly priced.
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Marilyn sezniak
20 Mar, 2023
Their reference materials did a good job of explaining the difference between a Will and a Trust. The process had steps that demonstrated progression toward completion of the documents and status was communicated along the way. Sara and Scott were thorough, friendly and answered all of our questions. The final documents are organized in a binder that has a very professional appearance. I highly recommend Sumner & Associates.
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Dave kishimoto
05 Jan, 2023
Always detailed & accurate and takes the time to explain. Updates were quick and easy.
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Linda toussaint
05 Jan, 2023
We were very impressed with the attention to details while preparing our trust. I would highly recommend Mr. Sumner and his staff are professional and curious.
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Jason kim
02 Jan, 2023
Wife and I went to get our will and trust made. The staff was very polite. Scott was very thorough and informative with everything. Made the process smooth and easy!
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Dave ankersen
30 Dec, 2022
Very knowledgeable, friendly and expedient. A job well done.
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Beth mcgrath
06 Dec, 2022
Great experience from beginning to end. Scott was thorough and professional and the follow up with Sarah and Rori was prompt and clear. The complexity of estate planning was made understandable. Thank you to the team.
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Jade nguyen
16 Nov, 2022
The company I work for have a list of lawyers that they referred employees to. After researching and reading reviews we decided to go with Scott from Sumner and Associate. After working with Scott, I now understand why he has so many good reviews. Scott was knowledgeable and was so great at explaining all the law nuances that are very hard to understand for the general public. He guided my husband and I throughout the whole estate planning process and gave us the peace of mind that we needed. I cannot recommend him enough to my friends and family.
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Stephen schocker
30 Oct, 2022