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Casey bui
22 May, 2024
Jan fite
13 Apr, 2024
We are so pleased and relieved to have found Sound Estate Planning! Len is experienced, highly skilled and personable and his staff are professional and hard-working. All are trust-worthy and have integrity. Thank you!
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Alan cheslow
29 Mar, 2024
Len and his team were extremely knowledgeable, detailed, transparent, communicative, and friendly. I went to Len after having done a free estate plan through a service that my employer offered, and in this case I got what I paid for. Len's plan was not only much more thorough and tuned to my personal needs, but it also incorporated tax strategies that will more than pay for themselves.
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Gene fosheim
13 Mar, 2024
Working with the whole Sound Estate gang has been a wonderful and educational experience. Great communication and professional explanations. Highly recommended.
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Sarah van hala
08 Mar, 2024
Leonard and his team provide a great service! Leonard is able to explain everything very well and I feel confident with the results. We are so grateful for his time and this great service! The team is also very professional.
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Carole remme
24 Feb, 2024
Leonard and his team were very professional, efficient, and thorough. They drew up a new will for me and patiently guided me through the entire process, advising me about beneficiaries, trusts, probates, estate taxes, etc. Valerie Bruce, the paralegal, was especially patient and helpful. Highly recommend this firm.
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Mc kg
07 Dec, 2023
We highly recommend Len and his team for all your trust & estate planning needs! The average person has no idea what they need to do to plan for the inevitable. Len walks you through all your options and helps you come up with a trust that meets your needs in the best possible way. Thank You Len and team for a wonderful experience.
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Lynne foster
06 Nov, 2023
A few years ago Len Hagen and his small team of professionals helped me with my mother‘s estate after she passed in 2020 . My experience was so pleasant that when I needed to put together a trust fund for my own estate , I immediately went to Sound Estate Planning for advice. Within a couple of months the trust is complete. They made sure I knew what was going on with occasional zoom meetings that included my adult children, and ended with a binder that included everything. If you want a company that is through and honest I highly recommend Sound Estate Planning.
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Kate oliver
17 Sep, 2023
Len Hagen, of Sound Estate Planning, was very thorough as he helped me update my trust, will, power of attorney and health care directives. He clearly answered my questions and gave me pertinent information as I thought through what I wanted in my final documents.
The end result’s certainly exceeded my expectations!!
Kate Oliver
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Daniel mak
07 Sep, 2023
Many thanks to Len and his team to set up my trust. Len provides step by step guidelines and excellent follow-up sessions. Thank you!!
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Jennifer moore
16 Aug, 2023
Sound Estate Planning was professional, thorough, and kind. The entire team helped ease my worries about the process and making sure I did everything correctly. Their personal service was above and beyond. Thank you!
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Lee b.
15 Aug, 2023
My wife and I are very impressed by the competence, friendliness, and helpfulness of Len and his staff. The way the estate planning materials and meetings were organized made the process feel accessible to us. We are very pleased, it has been a completely positive experience.
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