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Business Profile

Lawyers

Wills and Trusts

Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 1 complaint closed in the last 12 months.

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The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

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  • Initial Complaint

    Date:07/05/2024

    Type:Service or Repair Issues
    Status:
    AnsweredMore info

    Complaint statuses

    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.

    I have an irrevocable trust attorney ******************************** refuses to give me a new trust document my dad ************************************ is grantor of trust ******************************** is trustee of trust and Im ***** ***************************** Im sole beneficiary of trust that is irrevocable I just need my trust documents the draft and certificate my dad lost the only copy and she wont return my call I 100 % that it is there the year it was created 2019 and the month was either Was either may - June - July of 2019

    This is for ******************************** I remember the day I made the trust with your llc it was a fidelity investments transfer to trust the day of me aka beneficiary signing 4/8/2019 was the day of signing its and irrevocable trust so last time you said you have no documents on file but you have to retain documents especially irrevocable indefinitely but if you still cant find my documents my dad is settlor ************************************* you where trustee ********************************. I am the beneficiary my Full name and as it was written first full name ***** ***************************** as written on the trust document *****. ******************** get back to me through email contact and or phone ************

    Business Response

    Date: 08/09/2024

    Mr. *************************** is mistaken. ************************************* or *************************** have not been clients of this firm . 

    I prepared no trust or any other legal document for *************************************  or ***** *****************************.

    I am not the Trustee of a trust for ************************************* I do not serve as a "trustee" in any trust for any client.

    I have no certificate or record of anything from Fidelity for either  party. 

    I and two other members of my firm have searched our records and find no record for either person. 

    I told this to *************************** when we spoke in July. 

    I have tried to call the number he left since learning of this complaint and I keep getting a message that "the call cannot be completed as dialed." 

    I am sorry for his mistake, but I know of nothing further that I can do. 

    Attorney ************************;

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