Reviews

Top review highlights

Pros
1
Knowledgeable and helpful staff who explain things clearly
“Heather was very helpful with helping us understand how the living trust works and the steps we need to take to get it completed. She was very patient in answering all our questions.”
2
Thorough and detailed estate planning services
“Very informative and objective. Presentation was an excellent overview of 99% of the issues with estate planning.”
3
Personalized and caring approach
“Heather did a great job of explaining all my documents. I really appreciate how pleasant and efficient she was.”
4
Efficient and timely document preparation
“Prompt and precise attention to my needs. The documents were ready, and a quick change was no problem to amend at the moment.”
5
Ongoing support and availability for client questions
“We were encouraged to call/e-mail her anytime we have questions in the future.”
Cons
1
Occasional communication issues and lack of responsiveness
“You all treated me rudely on the phone several times. Don't try to act like it didn't happen. Maybe you all should show some kindness when talking to people on the phone.”
2
Potential delays in completing the process
“Once your paperwork for a trust is completed, don't assume it's going anywhere in a timely fashion. It might just sit on someones desk until they get back from vacation....for us it was a 10 day delay”
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