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    Carter Bradley Insurance Solutions

    3.4 (5 reviews)
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    Business consulting

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    1 year ago

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    Crystal L.

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    2 years ago

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    4 years ago

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    9 years ago

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    Crystal L.

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    10 years ago

    I highly recommend this agency specially if you want great customer service and the best rates available to you.

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    Elite Document Solutions

    Elite Document Solutions

    5.0
    (9 reviews)

    We hired Naomi to help us try to resolve a complicated family property matter and, if possible,…read moreavoid probate. From our very first long-distance phone call, she communicated consistently by text, email, and phone, and even graciously waived her one-time consultation fee. As retirees on fixed incomes, we deeply appreciated that kindness. Naomi is very clear that she is not an attorney and does not give legal advice. That said, she is exceptionally knowledgeable about document preparation and made us aware of laws that may have been violated before and after the property transfer in our case. She was honest about limits and encouraged us to consult an attorney if the matter becomes more complex or probate becomes unavoidable. What truly sets Naomi apart is her professionalism, sensitivity, and skillful writing. She drafted multiple letters to family members, thoughtfully tailored to very different personalities (including one family member with cognitive decline and another who was openly hostile). One letter was translated into Spanish. Every letter was clear, respectful, non-threatening, and crafted in a way that encouraged cooperation rather than conflict. The formal demand letter, in particular, struck the perfect tone of good-faith problem-solving without sounding aggressive. Naomi is responsive, proactive, bilingual, and goes above and beyond. She follows up when communication pauses and responds quickly to questions. Most importantly, she gave us clarity and renewed hope in a situation that once felt impossible. We are deeply grateful for her integrity, compassion, and professionalism, and highly recommend her document preparation services to anyone facing a sensitive family or estate-related matter.

    Very knowledgeable. Openly states she is not a lawyer and doesn't cross lines. If you know what you…read morewant she is the person for you. She can fill and file all paperwork a lawyer can without the cost of a lawyer involved. The other reviewer is likely an old crank. I cannot see Naomi, the person I spoke with in that negative review without the assumption that person is a massive jerk. Naomi spent quite a bit of time with me dialing down my situation. This is a thank you for that time she invested in me.

    Carter Bradley Insurance Solutions - insurance - Updated June 2026

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