6957 Douglas Blvd, Granite Bay, California, 95746
The firm receives mixed reviews. Many clients praise the team for their professionalism, thoroughness, and ability to make estate planning easy and understandable. However, there are serious allegations from some clients regarding unethical practices, such as adding themselves as 'Trust Protector Appointers' without consent. Potential clients should exercise caution and thoroughly review all documents.
We analyze 73 Google Maps public reviews (Most relevant, Newest, Highest rating, Lowest rating) from every angle to find the real story so you know exactly what to expect. We use Artificial Intelligence to analyze these reviews and filter out spam to highlight only authentic feedback.
Always read your trust documents thoroughly and ask questions about any clauses you do not understand before signing.
✓ What Works Well
✗ Areas to Improve
They made the process easy and enjoyable.
Be very aware of what you are signing.
They truly care about their clients.