Reviews

Very accommodating and professional firm to work getting my affairs in order. Very knowledgeable and able to answer my questions regarding setting up Supplemental Needs Trusts. Very thorough and thoughtful. I heartily recommend Safe Harbor Estate Law. Reasonable cost for a lot of work required for my needs.

When I turned 18, my parents thought it was important for me to get my legal paperwork in place. Safe Harbor made it easy. I had a phone call to help me with the decisions I needed to make. Richard met with me and explained everything really well so that I was comfortable at the signing.

The character of one of the workers I met is impeccable.

I cannot say enough positive things about this firm. All of the staff was friendly and prompt at returning calls or emails. They took their time to explain all options and steps we needed to take to protect my father. Great outlines of costs so there were no hidden fees we didn't plan on. Will use for my own planning and have recommended to my friends and their parents.

Respectful, informative , friendly, helpful professionals to work with. They know their business. At the end you will have a lasting great product. Money well spent. I highly recommend them. Nancy

I have so much peace of mind knowing that Safe Harbor Estate Law is taking care of all my legal needs.

When my children encouraged me to establish an estate plan, we sought help from Safe Harbor Estate Law without a clear idea of where to begin. Richard and the team were exceptional. They patiently guided us through the process, asking thoughtful questions and providing valuable insights. Now, I feel confident and secure, knowing that my later years are well-planned and that my children will face minimal challenges. Safe Harbor Estate Law helped create a smooth path forward for my family's future and the legacy I wish to leave behind.

Nate Smith was so helpful explaining what needs to be done to protect as much of my assets as possible from going to pay nursing home expenses in the future. He spoke in terms I could understand and was very clear and thorough. I am also very greatful for the online seminar I attended that brought these issues to my attention. I thought I had planned pretty well over the years but the seminar made me see I had gaps and errors in my planning. Thank you so much.

We had a wonderful experience at Safe Harbor. They made it easy for our family to understand the process . We would highly recommend working with them. Really felt comfortable.

My wife and I were very pleased with the service given by Richard at Safe Harbor Estate Law. He made the process very smooth and answered all our questions. It’s a more involved process then you’d think going in but Richard did an excellent job educating us along the way. Half the battle is getting started as Trusts, POA’s, Medical Directives, etc., are not the most exciting subjects, but once you’ve committed Safe Harbor makes the process easy and you’ll be glad you did it for your family. A nice bonus is the organized packet of documentation your given at the end of the process. I highly recommend everyone contact Safe Harbor for your Estate needs.

Very good at explaining the information. Very friendly and great to work with

My wife and I recently had our estate plan updated from a Will to a Trust plan. Our salesperson, Dawn, was friendly and engaging and put us at ease with the process. Richard was very thorough and patient in describing each document and making things understandable in layman’s terms. It was obvious that everyone there had a role in making things “smooth sailing!” I would highly recommend Safe Harbor Estate Law!