Reviews
Customer Review Ratings
Average of 6 Customer Reviews
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Review fromWilliam S.
Date: 11/14/2024
5 starsWilliam S.
Date: 11/14/2024
They were very professional and efficient. Answered all our questions and explained everything.
Life Planning Team
Date: 11/15/2024
Thank you for your review of our services. It was our pleasure to be of service to your family.Review fromTom
Date: 11/06/2024
5 starsTom
Date: 11/06/2024
**** was fantastic to work with. He is patient and always did a great job explaining anything I did not understand. His knowledge in Trusts is vast and made it easy to setup. I would would work with him again.Life Planning Team
Date: 11/07/2024
It was truly a pleasure to be of service to your family. Thank you so much for the opportunity!Review fromMelissa Z.
Date: 10/28/2024
5 starsMelissa Z.
Date: 10/28/2024
**** at Life Planning was amazing. He was extremely responsive to our needs and was very knowledgeable about deeds. We highly recommend him.Life Planning Team
Date: 11/01/2024
Thank you for sharing your experience and high recommendation of our services.Review fromChris and Kim T
Date: 09/08/2024
5 starsChris and Kim T
Date: 09/08/2024
We highly recommend Life Planning Team (LPT). We reached out to **** at LPT when my uncle passed away. We were required to go through probate and needed assistance with the process. **** and his team made the difficult process smooth. In addition, **** had great referrals for us as needs came up, going above and beyond normal *********** husband and I were so happy with the services provided that we hired LPT to create our personal estate planning documents so our children don't have to go through estate difficulties when we pass. From our experience, we highly recommend Life Planning Team for probate and estate planning services.***** and ***Life Planning Team
Date: 09/11/2024
Appreciate you sharing your experience with our company. We were honored to help your family through both probate & estate planning and are humbled by your high recommendation of our services Thank you!Review fromMichelle S
Date: 09/06/2024
5 starsMichelle S
Date: 09/06/2024
Its been a pleasure working with ****. Document preparation has been completed quickly in both instances and my questions were answered thoroughly, giving me peace of mind.Life Planning Team
Date: 09/11/2024
Thank you for sharing your kind feedback. It was our pleasure working with you again.Review fromBenjamin S.
Date: 07/18/2024
5 starsBenjamin S.
Date: 07/18/2024
The team was great. They helped my wife and I with our estate planning to leave the kids in a good place in the event we pass. They also ended up helping my dad as he was headinginto hospital make sure all his stuff was up to snuff.Thanks.Life Planning Team
Date: 09/30/2024
It was our pleasure to help to you and your family. Thank you for trusting in our services!
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