5.0 stars 6 totalReview Stephen Waltar
Posted by Jack and Mary
We felt he was very thorough and professional. We are extremely happy with the way they put together our living will and trust and would recommend him to anyone.
Posted by anonymous
Stephan Waltar is very knowledgeable and experienced in estate planning. He is the author of two books on the subject, both of which I read and found to be clearly written and very helpful. I felt that he wrote these books because he truly cared about people being well protected and informed.
He and his staff were easy to communicate with, any questions were answered fully and we received prompt responses to any emails.
We were provided with a 3" binder made personal for us that clearly organized all of our info and documents on our estate planning, medical directives, power of attorney, ect. A digital copy is kept securely as well.
We felt like it was money well spent to have our estate set up by a legal expert rather than a one size fits all computer program. it is complicated and it is essential that it be done properly. When we were at our bank to transfer our account, the manager had to call the legal department to walk her thru the process, as even for someone who works in the financial field it was complicated. One our side we had been provided by Mr. Waltar's office with all the correct legal documents and it was easy.
In the future as laws change it is also good to know that we have a legal expert to confer with who will keep us updated and our plans on track.
Posted by Arty
Stephen and his staff made our Estate Planning an easy task. This is something that my wife and I put off for years; and Stephen made it painless. Don't put off your Estate Planning anymore - help your loved ones to stay out of probate court!
Posted by Michael
Steve and his staff were extremely helpful and responsive during the entire process. He also had great advice and put together a very comprehensive plan for me and my family. I definitely recommend Steve Waltar and his team if you are looking to put together a comprehensive estate plan.
Posted by anonymous
We consulted him for estate planning. He was well informed, thorough and professional. He took the time to answer our questions.
Posted by Henk Dawson
Stephen helped me with my estate planning. I found him to be personable, kind, and well informed.