Herbert Lee Chavers

All the COVID stuff got me thinking that it was time to do some adulting. Herb Chavers was extremely helpful at getting my assets in order. He answered all of my questions, made helpful suggestions, and kept a rather morbid process actually fun and informative. For the things that he was unable to ...do (but not because he doesn't know how), he put together a list of whom to contact and what to tell them to make sure my wishes are followed. That checklist of what I need to follow up on was very helpful. I didn't realize how much this was weighing on my mind, but now that it's done, I feel I can sleep much easier.

I realized I had been putting off doing my estate planning because it just seemed complicated and difficult. Plus, I did not even know what questions to ask or how the process worked. I felt overwhelmed and anxious. Mr. Herb Chavers had been recommended by a trusted financial advisor so I decided ...to give him a call. During our phone calls, emails, and meetings, Mr. Chavers made me feel very comfortable and explained all the details of the process. He listened to my needs, wants, and ideas and he was able to recommend a complete estate planning portfolio that would benefit, provide guidance, and make things easier for my beneficiaries. He helped me understand all the forms, tax implications, and the technicalities of my individual situation. The staff was also very experienced, considerate, helpful, and professional. Mr. Chavers is very knowledgeable, detail oriented, caring, and answered all of my questions in this very smooth and quick process. When I began this process it felt overwhelming but now I have peace of mind. I am very pleased with the results and Mr. Chavers' guidance. I would highly recommend Mr. Herb Chavers and his wonderful team.

Herb Chavers was welcoming and explained the entire process at my first appointment. He gave examples that were easy to follow too, which was helpful to me since I knew nothing about what I needed. He had me consider issues I would have never thought of and made the entire process seamless. I paid a ...reasonable amount of money for an outstanding estate plan/ trust. I was comfortable asking questions and never made to feel like my questions were stupid. Herb and his helpful staff, Karen, were a pleasure to work with. They were pleasant, kind, efficient and made the process super easy. If you want a preview, simply go to his website where he has videos that explain the process. They were very helpful. I would highly recommend Herb Chavers. He’s just a great man.

My wife and I were very pleased with the work Herb Chavers did in putting our estate planning portfolio together. Herb is very knowledgeable and was able to make a connection with us right away, as I'm sure he does with all his clients. He helped us through the funding of our revocable trust and was ...able to answer all of our questions. He answers emails very quickly. I would highly recommend Herb!