Reviews

I contacted this firm for estate planning services. After we set up an online meeting appointment, they sent me instructions and a form to fill out. I submitted the form after I filled it out as much as I could. The form asked about my power of attorney info and I did not have that so I left that part blank. I had never done estate planning so I just assumed that they would contact me for the information if they absolutely needed that prior to meeting with their lawyer. A day or two before the meeting, the office called me to confirm that I was set up for the online meeting, but they did not mention anything about needing more information. When the online meeting began, the lawyer said the power of attorney information is the first thing he needed. He said the next earliest appointment is two months away. The meeting ended shortly after that. I and my wife had to take a day off from work for that meeting and we just wasted my vacation day for that 5 minute meeting that accomplished nothing. When the office manager called me the next day at my request, she told me that the lawyer did not read the document before the meeting began. She also told me that another office personnel was supposed to check the document I submitted for any missing information that was crucial. The office manager however did not offer an apology. Very disappointing. UPDATE REVIEW (Feb 2024) First of all, the original review was written 2 years ago. I don't know why the firm writes a response to the review now. Next, anyone can see from the response that whoever wrote it didn't even read my complaint. It's clear in my original review that the issue was not about rescheduling. When the meeting began the lawyer took just a few seconds looking at the document to find the missing information so we had to cancel the meeting. Then why didn't he take a few seconds before the meeting? Why didn't anybody in the office look at the document before the meeting? When I told the manager I had to take a day off from work for the canceled meeting, rather than apologizing, she said I could have gone back to work. Also, the response below said they offered me the possibility of an after-hours spot to get me in sooner. They offered me no such a thing.

I have used Chuck on several work related projects over the past decade or so. He has always been professional and timely.

Very difficult to get in contact with. If you want clients - atleast bother to call back or even better - message. Email. Anything? Nope. Good business plan...

Extremely professional, competent, responsive and thoughtful--Chuck knows trusts and estates. -- Myron Goins, CPA

The real deal - extremely knowledgeable with respect to estate and succession planning.

Charles proved a very knowledgeable lawyer in the area of estate planning.

Chuck Roulet is awesome. Really knows his stuff and very helpful

CPA Academy webinar presented by Chuck Roulet was excellent. As an accountant I found this to be concise and informational. The best use of one hour of my time.

Very knowledgeable about Estates and Trusts. His knowledge of changes was tremendous for my clients and myself as well. You will be happy using their services.

Great free webinar on estate planning.