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Reviews
Top review highlights
Pros
1
Competent, professional, and excellent service
“Competency, kindness and excellence that will lessen the anxiety when a loved one dies.”
2
Responsive and helpful staff
“No matter when or what I call about your staff is consistently is responsive and gets answers.”
3
Thorough and detailed estate planning services
“They specialize in estate trusts so no wasted time or money figuring out your plan.”
4
Affordable and transparent pricing
“Paid $1000 for Living Will with unlimited changes.”
5
Positive long-term client relationships
“When we go to be with our dogs in heaven, it will be quick and easy getting our estate settled.”
Cons
1
Inconsistent customer service
“Prepare to be abused when you call. The receptionist, without fail, is obnoxious.”
2
Potential issues with trust administration
“I paid them several thousand dollars, and they returned me a useless set of paper binders, and no other help.”
3
Inflexibility in modifying estate plans
“The Living Will is boilerplate, so I paid $1000 for them to ask me questions, type in boilerplate, promise unlimited changes, and first change request, no-can-do.”
