Reviews
Overall rating
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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Julie
06 Oct, 2023
Leonard Hagen helped my husband and I with planning our estate and making new wills. He is so knowledgeable and kind - he put us at ease immediately. Len explained all the choices very patiently and thoroughly. I felt like we had found someone with the expertise to help us, but also who cared about us and whether we had what we needed for a smooth transition when the day comes. He is professional, personable and understanding.
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Frank
20 Sep, 2023
Leonard Hagen and his team prepared a family trust for us in a most professional and detailed manner. He answered all our questions and explained the nuances of family estate planning to our complete satisfaction. They are #1 in our book!
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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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Jennifer
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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Harold
29 May, 2023
We were in need of having our 10 year old estate plan updated. Len did a wonderful job: fast, accurate and with attention to detail. He not only renewed the original plan but added several additional contingencies to it. Then, he spent a good amount of time explaining to my wife and I exactly how the new plan worked. We are totally satisfied with his services. I do not hesitate recommending Len and his company to others.
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Janina baginski
23 May, 2023
When it comes to estate planning, you need someone you can trust and has your best interests in mind. Those are the qualities you’ll find with Len and his staff at Sound Estate Planning in Edmonds. I’m very grateful for the services I received from Len. Not only is Len very knowledgeable, but he takes his time explaining different aspects of estate planning and answering all my questions in detail. I would highly recommend Sound Estate Planning to anyone!
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Kelly humann
05 Mar, 2023
Leia ray
24 Jan, 2023
Great experience with Sound Estate Planning. Very organized, efficient and professional. I would highly recommend using this group for your estate planning.
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