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July 2023 by Danny T.
We had Jared and Annick did our living trust on a premium complete package and it is executed today. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you!-Danny
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April 2022 by Debbie Lilly
He did our Trust several years ago. We have him do our taxes every year. He's smart and quick.
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October 2021 by pete A.
I would stay a way from this company he doesn't know what he's doing only thing is charging you we were asking questions he kept asking how you like to pay we were going to do some changes to our trust that he did few years back and he wasn't sure what he did before to change it and every time I called he didn't return my call so I wouldn't go this office at all saves your time and money.
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October 2020 by Deana B.
Excellent service and very professional staff. I highly recommend this company for establishing your Trust.
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August 2020 by Trang N.
I came for an trust or will paid $799. Jared just talk to me for about 30 mins and I couldn't even tell them everything I wanted because the questions they asked is just who I want to be in the trust but not how I wanted my finance is contribute. I had to come back to the office and write note . They sent me a "done " package" which I didn't understand because of my English and the paper work is a lot. I asked if they can help me to understand what is in the paper work before I sign .they said I have to pay $199 extra...I came to the office try to read and get some help if I have a question about the document they said pay $35 for print the document. This is something... they charge but not help. I want to write a complaint to the bar when my paper done. I am stuck here didn't get any help .
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May 2020 by Judie Wille
My husband was recently diagnosed with Stage 4 lung cancer. We decided on getting a revocable living trust and updating our wills and durable power of attorney forms. Jared was very professional and made the process so easy for us. His staff, Audrey, Annick, and Vicki assisted us with finalizing and signing all the necessary paperwork this morning. We were early for our appointment and they took us right in. We were completely finished with the whole process in 20 minutes. They were wonderful and we would highly recommend their service if you are in need of a Living Trust or other financial expertise. They are reasonably priced and very professional!
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May 2020 by Matt
Jared has done my taxes for several years while I was living in Arizona and surrounding area. Very responsive and thorough. He is very transparent in pricing.Would definitely recommend!