Reviews

We highly recommend Len and his team, they made our estate planning process really easy. Great team, great communication, and great results

Very professional, clear explanations, thorough and efficient. Great to work with. Highly recommended for estate planning expertise and work.

Len and his team at Sound Estate Planning were wonderful to work with. From the first phone call followed by each appointment, communication was clear and informative. Hands down one of the best referrals we have received. We are very relieved to have ever everything in order.

Len and his team at Sound Estate Planning were wonderful to work with. From the first phone call followed by each appointment, communication was clear and informative. Hands down one of the best referrals we have received. We are very relieved to have ever everything in order.

We were very satisfied with the entire estate planning process provided by Len and his staff. It made an important and sometimes complicated process understandable and thorough.

Len and his staff are absolutely outstanding. Extremely thorough, competent, patient, and kind. Very clear communication- answered all our questions and also the ones we should be asking. We do not have legal backgrounds and were hesitant to plunge into all the details of creating a trust. Len and staff made it easy and actually enjoyable. And what a relief to cross this off our list. Most highly recommended!

Len understood our situation and needs. He was willing to suggest strategies pertinent to our specifics. His staff was helpful and comfortable.

My husband and I have met several times with Len Hagen to do our estate planning. We found Mr. Hagen to be pleasant, patient, thorough, and extremely competent. We're glad we found him and highly recommend his services and those of his excellent staff.

It was a pleasure working with Sound Estate Planning for our estate plan. My husband and I have a blended family in different states of the US and Germany. Once we got the all the paperwork done and created our plan ,Mr. Hagen invited the family members to a zoom meeting ; his team sent out the zoom invites so that everyone could hear our plan and ask questions. My daughter who will be our executor of estate was so pleased about all the planning that Mr. Hagen did so, that it will be that much easier for her later on.

Len Hagen and his team at Sound Estate Planning are professionals and experts. When we hired Sound Estate Planning to prepare our estate plans, they used an approach that was tailored to our needs. Len created a graphic that showed exactly how the plan would manage our assets under different scenarios. Then he produced the documents needed to make it happen. We met in his office to be sure everything was correct. Len even met with our family to explain their roles in our estate plans. In the end, we received our documents in an organized portfolio. We are grateful to Len for the time and care that he took to make sure we got just what we wanted. We highly recommend Sound Estate Planning.

100% knows his stuff. Professional, friendly office staff. Leonard walked me through step by step in setting up my living trust. I now have peace of mind knowing my estate will be handled exactly how I want it.