Leonard A Hagen

We engaged with Leonard Hagen to prepare estate planning documents, including Wills, Testamentary Trusts, and power of attorney. Len was really great to work with. We had been putting off preparing these documents for years because of all of the complex issues that are involved. Len broke everything ...down into very easy to understand pieces and walked us through the process step by step. We are so glad we worked with him and recommend him for estate planning services.

Len did such a great job of assessing our situation and explaining his recommendations. He helped us feel confident in our decisions. He was incredibly efficient with the process. At the end of the process, he was very thorough about explaining what we would need to do with our insurance policies, ...investment accounts, retirement plans, etc. providing exact language for each scenario. We took advantage of the annual maintenance plan as we know our situation will change regularly in the coming years as our kids grow older and move out of the house. Really great experience all together. Thanks Len!

After close to 10 years of procrastination, we finally sat down with Leonard to get our "affairs" in order. We settled on Sound Estate Planning after consulting with a handful of other elder-care attorneys and estate planners. Leonard's approach, from start to finish, was careful, thorough and un...derstandable. After an initial consultation and completion of a profile questionnaire, a short meeting allowed us to get questions asked and answered. We particularly appreciated his willingness to explain how individual documents could be structured differently. He took care to detail how each approach could result in benefit or harm to our situation, while maintaining the flexibility we desired. We welcomed his suggestions for some additional documentation which added to our protection without additional cost. We found Len's process and explanations to be both comforting and educational without being overly simplistic. We're glad to have found Sound Estate Planning and are happy to recommend Len without reservation!

"Personally, I have known Len Hagen & his family for almost 8 years & when he shared that he was opening his own practice specializing in estate planning, the timing was perfect as I had been wanting for some time to replace my existing Will with a Revocable Living Trust. Len is a consummate profess...ional - he provided thorough & knowledgeable advice throughout the entire process & has taken the time to follow-up with me several times since to ensure all of my questions were addressed. I highly recommend Len Hagen / Sound Estate Planning for all of your estate planning needs. With sincere thanks, Len!”