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5.0 stars 38 totalReview Jack Stephens
Posted by Elizabeth
Mr. Stephens did a thorough job explaining why an estate plan is the best option to protect your assets for your heirs. He walked us through all the steps and explained the purpose of each legal document we signed in language any lay person would understand. He gave us great instructions on what to do with all the paperwork and whom to notify in our family, steps to take at the bank, etc. He has a warm and caring personality and his staff is efficient, professional and a pleasure to work with. I would recommend Mr. Stephens to anyone interesting in providing peace of mind to their family.
Posted by Robert
Jack has been my Estate Planning Attorney for over 20 years. The last meeting with him was to change my 2nd trustee and to review the trust in light of changes in the law. Jack and his staff conduct business with a professional air that gives one confidence that the matters at hand will be solved correctly. My heir one day has been invited to use Jack to bring my estate to a conclusion
Posted by Dane
Jack's knowledge and experience are immediately evident. I would recommend and refer any of my most trusted contacts to him without hesitation. He has continued to answer questions long after our initial meeting.
Posted by Dolores
Jack Stephens sent me a list of important issues I needed to revue or change. He scheduled a meeting at which time we reviewed my estate and made some changes. He also gave me some ideas for using my estate for the benefit of my granddaughters.
I plan on making another appointment to discus some other changes to the my estate.
Posted by Marion
We're very pleased with the work Mr Stephens has done for us as well as the advice given. He is pleasant as well as being professional enough to give the help we needed.
Posted by James
I found Mr. Stephens to be concentrated on giving the best advice possible as to my Trust. He asked all the right questions and provided logical answers.
Posted by John
We had a very positive and professional experience with Mr. Stephens and his office staff. They were courteous, efficient, knowledgeable and available to answer our questions throughout the entire process.
Posted by Aimie Takata
Mr. Stephens and his staff were not only extremely knowledgeable and competent, but also pleasant and very easy to work with in all aspects. Samantha was always available for any questions or assistance we needed. Overall, Mr. Stephen's office is a very well-run and professional practice.
Posted by Tom
Jack helped my wife and I with our estate planning. Very knowledgeable and personable. Easy to work with when we had questions regarding our plan. I would highly recommend!
Posted by Andres
Jack is extremely knowledgeable. He is a true professional advisor and advocate for his clients. I would recommend Jack for any and all Trust services. If you already have a Trust, Jack is a great resource to update your existing Trust.