Reviews

Top review highlights

Pros
1
Highly experienced and knowledgeable in estate planning services
“Wonderful experience setting up revocable trust.”
2
Provides excellent customer service and support
“They were very helpful, experienced and informative.”
3
Responsive and communicative throughout the process
“They were very thorough and provided all of the information I needed.”
4
Flexible and accommodating to client needs
“Even when I changed my appointment several times because I moved unexpectedly.”
5
Trustworthy and ethical professionals
“I truly believe no one could have done it better and with more professionalism, grace and kindness.”
Cons
1
Inconsistent scheduling and communication experience
“I initially had issues with an employee regarding scheduling, but this was later rectified.”
2
Lack of responsiveness in some cases
“Had one consultation over the phone, took documents in for a review and no call back afterwards.”
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