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Top review highlights
Pros
1
Exceptional professionalism and expertise in estate planning
“I cannot recommend Attorney Karen Webber and her team at Pettis Webber Pacific PS highly enough. They recently prepared a living trust for my family, and the entire process was exceptional from start to finish.”
2
Commitment to understanding clients' unique needs and ensuring their peace of mind
“Karen and her team were incredibly thorough, knowledgeable, and genuinely invested in ensuring our needs were met and our future was secure.”
3
Efficient and timely service, even with tight deadlines
“Despite the tight timeline, the entire team handled everything smoothly and with utmost precision.”
4
Compassionate and caring approach during stressful situations
“They took the time to understand my specific needs and provided clear, concise advice. Throughout the process, they were not only highly professional but also warm and approachable, which made a significant difference during a stressful time.”
5
Comprehensive estate planning services, including funding and asset transfer
“What other firm does that?? Most firms do cookie-cutter, one-size-fits-all trusts at a fraction of the cost and don't take critical concerns into consideration (like what happens if you DON'T die but need constant care) and don't include any funding or asset transfer work, leaving clients to do all of this on their own.”
Cons
1
Lack of timely communication and responsiveness
“Never got a call back”
2
Overpricing of services compared to industry standards
“I had a very simple estate and Pettis Webber wanted over $12,000 to set up a living will, last final will, power of attorney and medical directive. I got estimates fro”
3
Condescending and rude behavior from administrative staff
“Administrative assistant that answered the phone is Condescending and rude. Needs a bit of an attitude adjustment.”
4
Delays in delivering completed documents to clients
“We were able to take our time to learn from Pettis Webber Pacific and then have them prepare our Will for us and for our loved ones. We know we can count on them for questions that come up on occasion.”
5
Lack of follow-up and inefficient internal processes
“Three years ago we were referred to Pettis Webber for our Trust questions. Beckie explained the process clearly and thoroughly and within a few short weeks, we had our Trust Documents in hand. Documents included : Certificate of Trust : Trust Will and Testament : Durable Power of Attorney : Health Care Directive Trust Assets : Non-trust Assets It was such a relief to now have docs and a process in place to save time and worry for our family in the future. Our grateful thanks to Beckie and Karen for their professionalism, courtesy, and knowledge in preparing our Estate Planning Docs.”
