Reviews

Professional, quick and able to explain all aspects of estate planning. Thank you for holding my hand through this complicated process.

The Ambitious Legacy Firm did a great job at putting together our Estate Plans. The step by step process was clear, thorough, and informative and I would highly recommend their services for your Estate Planning and other legal needs.

I recently had the pleasure of working with The Ambitious Legacy Firm. They are a true definition of professionalism. Throughout the entire process, the firm's commitment to honesty, professionalism, integrity, and transparency was evident. They took the time to thoroughly understand and patiently listened to my concerns, and provided clear and concise explanations. I highly recommend The Ambitious Legacy Firm to anyone in need of Trust & Deed services. I am grateful for their outstanding assistance and would not hesitate to seek their expertise again in the future.

Very helpful & courteous firm that helped me. I had very little knowledge of what I needed. However, they made it easy! Thank you Legacy & keep up the good work.

Sabine and her team were extremely patient and thorough in walking us through all aspects of our estate planning. We feel very confident working with them and highly recommend.

Ulrica has been amazing walking me through this process. I truly appreciate her taking the time to explain the process and answering all of my questions thoroughly . I was so nervous about estate planning but she truly made me feel calm and reassured . Highly recommend ambitious legacy firm!

Sabine and her staff created a trust and wills for my wife and me. They were thorough, made revisions suggested by my financial advisor, and completed the work in a timely fashion at a reasonable price. I highly recommend the firm for trust and estates needs.

Overall, it was a good experience. I did have moments of frustration with the lack of communication in terms of receiving updates regarding the processing of my will. I had to reach out a few times in order to get an update. I respect the fact that these processes can take time, but it would be nice to get an update when possible so clients are not left in the dark. Still and all, when I did reach out, I was always met with patience and kindness. The individuals i interacted with were professional and knowledgeable. I was able to ask questions and get all of my concerns addressed. And in the end, I received my will which was all that really mattered. I will more than likely work with them again when it’s time for me to work on my trust.

Initial appointment went well, but communication quality decreased over follow up meetings.

Im a student of EYLU, learned a lot from her videos on the benefits of having a trust. Her knowledge on protecting assets gave me confidence she was the right person to have help me structure it. Everything went very smooth and great, I always recommend her to all my friends & family who are interested. As well as anyone else, the process was smooth and easy. They were patient with all the questions I had or even as I took time to decide a name. Great team, great service.

The Ambitious Legacy firm is top-teir. Easy to work with, knowledgeable, and always willing to help. I’m extremely happy that I use their services and plan to use them moving forward.

Our experience with The Ambitious Legacy Firm has been beyond exceptional. It was a long process establishing a will and trust for my mother but throughout the process the team at ALF has been professional, thorough, courteous and patient. They've coordinated with my siblings and I in three seperate states to complete the documents and finalize my mother's wishes. Thank you very much for everything.