Reviews

Jason and his staff are kind, knowledgeable, and very easy to work with. It is obvious that Jason cares about his clients and he treats us well. He goes above and beyond to demonstrate this. Extra bonus points for being an LGBTQ+ friendly business. Highly recommend Hoffman & Associates for all of your estate planning needs.

Terrific experience with Jason! He and his office staff were very communicative, flexible, and trustworthy. He did a great job with each business transaction we have had with him. So reliable, we referred our elderly parent to him and that went very well too. He provided easy to understand explanations and examples of options, pros/cons, etc. A very nice balance of professsionalism, being personable, yet thorough and efficient. This really allowed us to take time in making best decisions for us.

We had a great experience working with Jason prepare estate documents. He was knowledgeable, prepared for our meetings, took the time to answer all of our questions and met the timeframes he committed to. Would highly recommend him to anyone, especially individuals or couples establishing a will and trust for the first time!

Thank you Jason for all you did for us as we prepared our life wills and documents.

The estate plan process went very smoothly and was much quicker than I had expected.

Mr. Hoffman helped my husband and I with our wills, TODDs, POAs, and our Health Care Directives. All the work was done and signed within a two weeks. Jason was aware we didn't know what questions to ask since neither of us had ever done this beore. He was patient, and explained everything, sometimes more than once. We highly recommend him and his wonderful Staff. Sandi Tidemann

We went to the apple valley office for basic estate planning and to set up a trust, and I was very pleasantly surprised (I've never used legal services before) to find it was a positive, organized experience, made as easy as possible and was very reasonable on price. Jason seems earnestly motivated to help people get their lives in order and save people the difficulty of dealing with the aftermath of crisis without estate planning. Don't hesitate to give them a try! Thank you so much!

Outstanding service!!! We were simply looking to update our will, but were also curious about the possible need for estate planning. We had been working with a different firm, but when we asked about estate planning, they weren't interested in anything but taking our money and handing us a boiler plate / fill in the blank will. When we spoke with Jason, he explained the pros and cons of estate planning. This is something we definitely needed, we just didn't know how bad. Hoffman & Associates was professional, they took time to really understand our needs, met with us multiple times (virtually and eventually in person for document signing) and were thorough in explaining every detail. All this and at an unbelievably fair price! Excellent service, very professional, definitely recommend!

Jason set up all of our estate planning excellently! He and his staff answered our questions and paid good attention to our situation. We used our legal plan at IBM to setup a trust for my wife and me and then an accompanying will with both interlocking. Our health directives and powers of attorney are ready to go. Jason provided us with instructions on how to handle beneficiary changes on our financial instruments and to get our health directives in place. Thank you and your staff for everything.

Quick and efficient