Abby and her front office staff are amazing! I was completely new to the process of doing a will…read moreand an estate and she made it so easy. She uses easy to understand language versus all legalese that could go over your head. She puts together a fantastic binder of completed documents and a thumb drive attached. She also includes a quick reference for the trustees to be able to use of steps to take after you pass. Having dealt with my own husband passing away at a young age I know what it's like to feel lost of what to do. She sets up a plan that makes you feel confident your trustees and heirs will have as easy of a roadmap to follow when needed. I would definitely recommend her firm as you get the quality and personal attention that makes a 5 star experience!

Abby and Jessica were so great! They took over a mess of a situation and went above and beyond to…read moreget it done. They really make you feel like family and bend over backwards to make everything go right. Our family is so appreciate of everything and will be referring my friends and family to them for years to come. Thank you!

Im so glad that my research led me to Greg Lutowsky's office. Great location in a shared office…read morespace building. Convenient garage parking across from the building with plenty of free parking and it's in an outdoor shopping destination so you can shop or grab a bite at one of the many options around here. We went to Zinburger after our meeting. Mr. Lutowsky walked us through the whole process of updating our trust. The process was quick, easy and affordable. He took care of filing everything and all follow up. If you're not sure if you need one, contact him for a consultation or to have any questions answered. Sometimes it's not enough to just have a will.

Greg, Brenda and the whole team at Life Planning Team are outstanding!! Greg helped me with an…read moreestate plan for my brother Tom, he jumped through hoops for us since time was of the essence. His knowledge and professionalism is beyond reproach and his services were priced very fair compared to other estate planners. Do not look any further than Life Planning Team because you have found the best!! Thanks Greg! Larry Kane

Attorney Jackson represented me in a mediation. He was recommended to me by another attorney…read more Half way through the "ordeal" I turned to him and thanked him for representing me. He's professional and he knows when to hit it hard and when to back off. We did well that day .... THANK YOU!

I am very happy with the fast and flexible service threat SMJ provided me and my family. Steve is…read morevery knowledgeable on the options with trusts and the pros and cons of each of them. He was so good that I had my father do a trust with him. Great working with him and I would recommend SMJ to anyone.

Heidi did a great job for my brother and I. My mother passed away and the estate did not list a 5…read moreacre property in AZ. My deceased Mother was listed as the sole owner. Heidi was able to get the ownership shifted to my brother and I without going through probate and excessive legal fees. Her services were very reasonable. She did this all via email and a few phone calls as neither I or my brother are in AZ. We are very appreciative of the service she provided. I would highly recommend her. She was extremely communicative and made the process easy on our end. This situation could have been a nightmare. Her total fees were less than others charged for their initial consultation. I would highly recommend her.

Heidi is the most knowledgeable lawyer in dealing with your families legal and will planning. She…read morewas prompt and was willing to answer all my questions. I highly recommend her service when you start your journey.

Our financial advisor in Ohio recommended this firm as as we had a relative in the area and need to…read moreget a will and financial arrangements. They recommended a trust and Michael was so kind and efficient. Unfortunately time was definitely an issue since our relative was in so much pain and declining health. I felt Michael did everything he could and talked on our level so we felt informed and well cared for. It's saved us a lot of Hassle and money in the end and end less stress at that difficult time.

Dana Whiting Law helped with the Estate of our relative Richard Schubert. They were completely on…read moretop of getting this difficult Estate/Will threw the laws in Arizona which were much different than ours in New Jersey. Our Attorney Trevore S. Whiting explained everything clearing and precisely. He did his due diligence every step of the way. Tracey Crandel the Paralegal was extraordinary and on top of everything plus, worked though the paperwork with us and was an excellent communicator. I would highly recommend using Dana Whiting Law for your Estate needs.

I went here to sign the paperwork for my estate planning. I was greeted and offered a beverage…read morewhile I waited. I declined and sat in the waiting area. I was surprised to see they had dog treats at the desk, so I took one for one of my dogs. I was there to sign paperwork with a notary, as I had completed my estate planning virtually with an attorney. The notary, I am sure she has a title other than notary, was friendly and warm. She led me to a meeting room and said I could pick my seat. I don't know why, but I was super nervous. The notary put me at ease with some small talk before we got started. It feels good to have my estate plan in order as I no longer have to worry about what happens if...

Poor service, poor communication, reps who don't know, and a website that is not linked to Axos…read morebank well enough to post correct data. They claim expert tax management/ planning, but failed 100%. I quit them in 11 months. Scary to entrust your life savings, everything you worked for, saved for, for 50+ years, to have them act in total disregard. On-boarding reps are really salesman to the max. Stay away. there are many good planners out there. They manage trillions compared to Trajans 2 billion. RUN, RUN, RUN.

Very professional very nice explained legal information well highly recommend her . Priced…read morereasonably for what we needed

In the past months I found Judy and used her through some legal processes. What a gem! Her demeanor…read morealone got me through some very trying subjects. She is very kind and also firm and knows her stuff. It was very pleasant to meet her halfway in a mobile setting as well. Just was attentive to calls, texts and emails very promptly. And she always touched base on her timeframes and when to expect what. Of course her fees are not that of an attorney, thankfully. She's very fair and transparent in her pricing. I look forward to using her again for any Will changes or medical business. I would recommend her 100% to YOU and anyone else! True professional she is. Thank you Judy, for walking me through some tough stuff and getting me organized and confident. You're a true blessing of a person! I hope your business always flourishes!

You can't go wrong using their services, even if you just have questions you need answered. They…read moretreat me like family, and I never have to worry if they have my best interests at heart or not... they do!

When I was 21 and gullible, I was approached by an insurance group that used fancy language and…read morefalse information to get me signed up on a few different plans that they had. I had the insurance and retirement plans for years before I went to Concierge Estate Planning to help me look through and see if I was getting what I was promised and what I was paying for. Turns out, I wasn't. I was paying so many unnecessary fees and even fees for them charging me fees. With the last company, I nodded my head and agreed to whatever they said because I didn't want to seem uneducated, but I was actually extremely overwhelmed by the vocabulary, paperwork, and pressure. When you go to CEP, it's comfortable, personal, and everything is explained so perfectly that you leave with a confident feeling. I highly recommend this business!