Reviews

These people were a god send! I could not have asked for more support during a very stressful time. They were able to help me in all aspects of what needed to get done.

The staff here are so welcoming and informative through the entire planning process, it made everything easy yet I felt well informed the whole way!

Friendly, willing to always call you back.

I have hired Safe Harbor Estate Law three times now for a variety of professional services including some rather strange twists and quirks associated with settling the estates of my parents and my brother. I found their staff to be quick to respond, extremely friendly and of course professional. I will hire them again if the need arises!

We were very impressed by the friendly, attentive care received from all members of the staff.They led us through the rather daunting process of setting up a trust with patience, clear explanations, and attention to our particular needs and concerns.

We chose the "Smooth Sailing System" plan for setting up our Trust, Wills, Power of Attorney, and Health Care directives. It was a thorough process and helped us think through all of our Estate planning options. Richard was helpful in explaining the terminology related to Trusts and detailing what we should expect to take place in the future with our Estate, based on our plan. We were provided a detailed plan for steps, or homework, after completing the process. Which made us feel like we'd made the right decision in hiring Safe Harbor Estate Law firm for our Estate planning. Professional, detailed, organized, and strong on the communication; would recommend to friends and family

Safe Harbor helped me through the process of EstatePlanning. Having little knowledge of where to start, SafeHarbor helped me through and understand the process. I would highly recommend SafeHarbor Law.

Absolutely experts at what they do. Really solid organization their process is well thought out and well practiced. I had very similar work done several years ago by another firm and Safe Harbor Estate Law fixed their work and provided a much better result in both less time and money. Everybody at this firm completes their role very efficiently and I was able to get the expertise I needed from their lawyers to complete this project. I absolutely recommend this Firm.

Gabrielle, the person who answers your first phone call, is a national treasure. Followed me all the way through the process. Made it so easy. Richard Baum was a calm voice answering all my questions. Altogether, a positive personal & professional experience. bb

Margaret and the staff were warm and patient in helping me through developing a trust and health care directive. They were clear with informing me about the steps I needed to take with getting my property, assets and accounts transferred into my trust. They provided we with a great organizer so that the documents needed could be easily found. They made copies of my trust/health care directives for the executors of my trust. Since we have completed my trust and health care directives, I have used them to provide documents needed for a Heloc loan. They are currently are helping me develop a contract with my daughter and her partner as we buy a multigenerational home. In my case, developing a trust with Safe Harbor estate law, was just the beginning. Another positive is that they utilize their office and paralegal staff which impacts how you are billed. I could not be happier with the services I have, and currently am receiving.