Based on 4 reviews
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Posted by John, a Estate Planning client, Flag
Steven Zelinger handled our estate planning process. He explained everything very well and was very patient as we worked through the documentation and decisions.
Posted by Jim, a Trusts client, Flag
Steve has been incredibly helpful during our estate planning exercise. He is always responsive and is very patient when we ask for assistance.
Posted by Kevin, a Estate Planning client, Flag
Steve helped us plan as if he was planning for his his own child. His knowledge of estate planning was phenomenal. We were very comfortable working with him, and trusting him with our future. He helped to make the legal jargon accessible by explaining things in different terms.
Posted by a Wills client, Flag
He charges a flat fee which was VERY reasonable, guided us through the entire process, beginning with a free phone call to discuss before we even decided if we were going to go with him - it took maybe 90 minutes! - to him coming to our home at night after our kids were in bed to hammer out details. We got a living trust, a living will/health care proxies, a Kid Protection Plan stipulating both short-term and long-term guardians. When we bought a new house, I just sent him an email to ask some details about the living trust, and he got back to me right away. He'll also check in with us every 3 years to see if anything has changed.
Best money I ever spent.