Reviews
Overall rating
Claude mcghee
31 Dec, 2024
Knowledge of planning details was very good. Liked willingness to hold meetings at convenient location. Worked well with Financial Adviser. Listened well to my input. Meetings were comfortable with good explanations on legal language. Thankful that he was recommended to me.
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Kim yeargain
06 May, 2024
We very much appreciate the time you took explaining the laws and tasks of estate planning. You made us all feel comfortable and knowledgeable about what lays ahead. I will recommend your services to anyone else I know needing this service.
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Dankatz1000
18 Mar, 2024
Peter was very patient and helped us to work through the process
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Dr. michelle di paolo, phd
27 Nov, 2023
I really appreciated Peter's personality and would definitely recommend him to others. Very knowledgeable and we felt well supported in our questions and our planning options
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Terry schiff
04 Oct, 2023
Peter took care of my Mothers estate planning and I’m grateful to have him help
me with mine. He’s knowledgeable and explains options and laws so I can make educated decisions.
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Marvin webb
23 Mar, 2023
It has been great working with Peter regarding my estate planning. He has been very thorough and spent whatever time was needed to catch details and fully explain any complexities. His billing was extremely fair (very rare for an attorney of his caliber)! I will most definitely be using Peter for contiunued oversite and other legal projects!
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Sue seidlitz
08 Jan, 2023
We've been very pleased with Trailhead Estate Planning. Peter and his staff are knowledgeable and very easy to work with. We'll be recommending them to friends and family for their planning needs.
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Lynn talbott
04 Nov, 2022
Peter made it easy to help us with a Will and Trust. He explains things well and makes sure understand all of the legal terms. Highly recommend!
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Nabil kazem
29 Sep, 2022
Very precises, and detailed in the work, very pleasant experience, I highly recommended them for your future planning, thanks.
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Caleb neal
23 Feb, 2022
Had a wonderful experience working with Trailhead Estate Planning. Peter was very communicative and worked quickly to fulfill our needs. Would recommend their services.
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Lauren benedict
15 Sep, 2021
Pete did a great job advising me on my estate planning including a fairly complicated trust for minor children. He presented multiple options and really took the time to discuss each with me to make sure we were setting up the structure tha accomplished my goals. I would recommend him for any estate work you may need!
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Marc stockman
19 Nov, 2020