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Susan Posner

2023-11-9 19:53:29

I recently utilized the services of this estate pl...

I recently utilized the services of this estate planning company, and while they did provide the necessary guidance on creating a will and setting up a trust, I found their communication to be lacking at times. The overall process was quite standard, and I didn't feel that they went the extra mile to personalize their services to my specific needs. The website was informative, but the customer service could have been more attentive and responsive. In terms of pricing, they were competitive but not exceptional. Overall, my experience was average, and I would recommend this company for basic estate planning needs but suggest that they focus more on enhancing their client communication and tailoring their services to individual preferences.

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