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Reviews
Top review highlights
Pros
1
Highly professional and responsive service
“We experienced the highest degree of professionalism and satisfaction. Most importantly, Charles and the AFEP legal team always returned phone calls, and always showed up on time for discussions as the process of formulating our estate plan moved forward.”
2
Comprehensive and detailed estate planning
“I was happily surprised at how detailed and comprehensive the documents were. I am very pleased with the Trust Portfolio and now feel the peace of mind of knowing my estate plan is in order.”
3
Knowledgeable and experienced team
“The speaker was Daniel Leonhardt and after approximately an hour, we were so impressed with his knowledge and experience, we signed a contract to proceed with establishing a Revocable Living Trust.”
4
Convenient and streamlined process
“They also have a really neat business model with many benefits most attorneys offices do not offer. Even with all of that, their prices still saved us a lot of money.”
5
Excellent customer service and follow-up
“Charles Leonhardt was the kind of professional person I was looking for to explain the difference between a revocable living trust and a will. He had the knowledge and experience that showed as he explained the difference between the two. He answered all my questions and was patient to make sure he covered everything that was important to me.”
Cons
1
Concerns about the legitimacy of the company
“I was taken in by these people. I have terminated my relationship after 3 months of nothing but reviews of the information I put on the original form they had me fill out. Save your money. If you want a trust go to a lawyer they are the only ones who can establish a legal trust.”
2
Potential issues with responsiveness and follow-through
“I was taken in by these people. I have terminated my relationship after 3 months of nothing but reviews of the information I put on the original form they had me fill out.”
