Reviews

I used Sumner and Associates for my Estate Plan. They did an excellent jog. Answered all of my questions thoroughly and did a great job of explaining the documents they provided. Most of it could be done by phone, which was great. Highly recommend them

We recently worked with Scott J. Sumner for our family’s estate planning, and the experience was exceptional from start to finish. We had a MetLife legal plan through our employer, and found them through that. Scott and his team made what can be a daunting process incredibly easy to understand. They were highly organized, walking us through each step with clarity and professionalism. We felt confident and well-supported throughout, knowing that no detail was overlooked. If you’re looking for an estate planning attorney who truly cares and simplifies the entire process, I highly recommend Scott and his team!

Great attention to detail! Scott took his time to explain any questions I had and label pages I need to use at the bank, etc. Sarah is also a joy to work with taking all my information and getting the job going. I highly recommend Sumner and Associates!

Sumner and Associates was wonderful to work with. We were building/updating our wills/trust, working from 2 states. The team was patient with our setup, very informational on combining our existing (and non-existing) paperwork, and made sure we left with everything needed and more for anything that may arise.

Sumner & Associates, P. C. We’re so kind and understanding. Scott walked me through each step of my Estate Planning/Trust process , until I completely understood each page before I signed. Flagged off pages that needed to be signed by family members (with witnesses) just put them back here in the binder. They also added a checklist of what needs to be done for TRUST FUNDING INSTRUCTIONS The little things that I would not think of. Scott and Sara truly stepped up for me when I needed them. THANK YOU *****YES I WOULD RECOMMEND *****

Scott Sumner was very helpful. He was very attentive and paid attention to my feelings and my case. I can't recommend him enough! He was kind and understanding during a tough divorce. Scott delivered and things went the way I had hoped! I didn't want anything to get nasty in my case and was trying to be as amicable as possible while standing our ground and he helped do exactly that. I give Scott my highest recommendation.

The team at Sumner and Associates helped me through a first divorce and made the process very smooth for me. I wasn't sure what to expect, but they communicated the whats, hows, and whens at each step and were always available to discuss questions. Scott Sumner and Sarah Aldred made this whole process a lot easier for me and I am glad I went with this firm for what I needed. Thanks again to everyone on the team who worked with me!

We had a great experience in preparing our estate plan with, Scott Sumner & Associates. He and his team led us through the preparation of the necessary documents with ease. Scott thoroughly reviewed all documents with us to ensure our understanding. Best of all, our estate plan was presented to us, in an organized binder. Thank you so much, Scott, Sarah and Rori for your help. Our appreciation. Kristen Genslak

We engaged Sumner for a simple estate plan. They were kind, professional, and helpful. They explained terminology in plain English and were able to help us with everything we needed.

Awesome Staff. Great support during my process with them