Leonard A Hagen

My wife and I were recommended to Len to review and update our wills and are so grateful for that recommendation. Everyone at Sound Estate Planning was very friendly, courteous and helpful. Len did an outstanding job of preparing our new will, Powers of Attorney and Health Directives. He is extremely... competent, knowledgeable and detailed and explained everything to us very clearly. From our initial meeting through the portfolio delivery, the entire process was very satisfying. We are so pleased to have Len Hagen as part of our financial/legal team and would highly recommend him.

My husband and I just finished the process of setting up our estate with Len and his amazing team. They are very thorough and walked us through the whole process including answering many questions for us. Our situation was quite complicated with many moving parts, Len knew exactly what we needed and ...took care of everything. It's such a relief knowing we are set up the best way possible should something happen. I highly recommend Len and his team to friends, family, and clients for estate planning and such. They will take great care and make the process as easy as possible. We are very grateful.

We are very pleased to have found Sound Estate Planning (SEP) to help us with this important matter. Len and his staff are exceptionally pleasant to work with. We truly appreciate their professionalism and courtesy throughout the entire process, not to mention how efficient and thorough they are with... the final product. Len’s expertise is evident. We would definitely recommend our friends and families to choose SEP to put their mind at ease when going through this important step of their life. The money would be well spent!

My family set up a trust with the help Sound Estate Planning, and we couldn't be happier. Frankly, I ordinarily hate having to deal with these kind of projects, but Len actually made it painless and pleasant. His sound knowledge, broad experience, and attention to detail are quite evident - and he's ...also warm and thoughtful, making for a relaxed and comfortable environment. We feel very good about getting important work completed by such a thorough and reliable business.

initial appointment with Hagen was in Oct to prepare my Will, POA, Health care directive. Was informed the documents would not be ready until Dec. A few days before my Dec appointment, he stated that it would be better if I engaged an attorney closer to where I lived. As I was in a hurry to have this... done asap, I said I would keep my appointment. Gave him specific written instructions as to what I wanted on my Will and POA and he did not follow it as directed. I also was given assurance that if I had further questions - that he would be willing to talk to me further at the agreed upon rate of $975. After receiving his draft legal documents, I was not in agreement with some of the language he took it upon himself to change what I had instructed, I went to his office early to retrieve the draft in Dec so that by the time my meeting was scheduled, I can discuss the changes that need to be made. He ended up charging me $275 more than what was agreed upon for the changes I requested which should have been included in my Will and POA in the first place. Also included an alternate fiduciary company in my Will and POA that I did not ask to be included - must have a private deal with that company. He stated that because of the changes that I had requested in the first place, he had to go through the Will and POA to ensure there were no conflicting statements on other parts of the Will. I went through all the documents and did not see how there could have been any conflicting statements. He also said he was on the phone with me for 1 hour when the actual time I talked to him was 1/2 hour. He also said that most of his clients don't even look at the legal documents that closely and just sign their documents without asking questions. When I specifically ask that certain terms be included in my legal documents and he does not prepare the documents according to what we had discussed and justify the changes by charging me more money than what we had agreed on, I think it's just his way of upping his fee. I had emailed him since a few days ago to see if he could add a statement on my Will but he has not replied to my email or called me. I will have to spend more money engaging another attorney to do a better job of adding the additional statements. I rely on AVVO, Better Business Bureau etc before approaching an attorney and thought that his rating on AVVO should not be as represented.