Steve Morris has been amazing to work with through this process of establishing a family trust for our family. He is always available to take my phone call or to meet with us over a zoom call anyt... Näytä lisää
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Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää
Steve Morris has been amazing to work with through this process of establishing a family trust for our family. He is always available to take my phone call or to meet with us over a zoom call anyt... Näytä lisää
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We’ve been wanting to do a Trust though when we were told the cost we decided to shop around more. Our financial advisor recommended Steve Morris, Intervention Point so we gave Steve a call, and we’re... Näytä lisää
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Very detailed explanation of the process! Steve has been very patient in walking through the entire process of setting up our main trust and charitable remainder trust. Our estate had a bit of compl... Näytä lisää
Steve Morris has been excellent during our process of filing a Living Will and Revocable Trust. I’d recommend him to everyone.
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Meet your one-stop solution to preserving your legacy and protecting your assets. For 25 million middle and upper-middle-class families, Intervention Point is the only estate document solution that is simple and specific enough to support their needs with personal, live support through every step of our patent-pending process.
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Ei ole aiemmin pyytänyt arvosteluja
Tämä yritys ei ole pyytänyt asiakkailtaan arvosteluja, joten arvostelut eivät välttämättä anna kattavaa kokonaiskuvaa
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
Steve Morris was not only the consummate professional for help with my Trust, but also was courteous, showed patience answering
my many questions, and put together a document that my husband and I are very happy with.
My experience with the company has been above reproach. They are friendly, Knowledgeable, thorough and full disclosure. It is worth the cost. Mark C.
Thank you for the opportunity to work with such a thorough and diligent team. We are grateful that the NFL highlighted your team to us. Being a former player I was in a position on putting my trust and assets together, so this came at the perfect time. You were all educational and walked my wife and I through this process with patience and gave us the confidence every step of the way…And answered all my questions immediately, which is rare. I will and have recommended this team to my closest family and business partners. Thank you!
We’ve been wanting to do a Trust though when we were told the cost we decided to shop around more. Our financial advisor recommended Steve Morris, Intervention Point so we gave Steve a call, and we’re glad we did. We completed the Trust remotely doing 3 Zoom calls with Steve and the charge was less than half from previous quotes. I highly recommend Steve/Intervention Point for your Estate Planning and/or Trust.

Vastaus yritykseltä Interventionpoint
Steve is wonderful to work with and is incredibly responsive. He’s always available to help and quickly responds anytime you reach out with questions. He makes the Trust process as smooth and seamless as possible.

Vastaus yritykseltä Interventionpoint
Steve was awesome. He was able to do our trust in 3 days due to a quick move overseas. He answered every call even when I had to him call late with a question. He is very knowledgeable and made us feel at ease with some huge decisions. Thank you Steve!
Steve was very professional and made the process easy and understandable.
Steve is great to work with. Always quick to respond to our questions and is very knowledgeable. A pleasure to work with!
Extremely patient and professional. Everything was explained very well and I would highly recommend Steve for this responsibility.
The representatives are very professional and they provide excellent service with the entire process of setting up a trust. They're always available afterwards to assists with any questions or concerns you may have.
Great people to deal with!! Very knowledge and they make it easy to understand exactly what needs to be done to protect our assets and final wishes.
Excellent company to work with, they answered all our questions and spent the time to make sure we got our Trust right the first time. I highly recommend Intervention Point
Excellent help to revise these important items at a fair and reasonable cost! Thank you-highly recommended.

Vastaus yritykseltä Interventionpoint
Great service. Steve is extremely responsive, knowledgeable and professional. He has done an incredible job for our clients.

Vastaus yritykseltä Interventionpoint
Steve did an excellent job of fitting meetings around our schedule and took the time to explain everything in detail. Even though he was not local his communication, professionalism, and promptness made the process very easy.

Vastaus yritykseltä Interventionpoint
Three generations of our family have now used their services. Their ability to simply communicate the value of Trusts and to ensure that decisions are well thought through and understood is a great relief.
Our Estate Planner, Steve Morris, at Intervention Point has provided the utmost support, patience, generosity with his time, and a dedication to his client's understanding of the legal document. At first, the document appeared to be intimidating and daunting. However, with his personality, a warm sense of humor, and extensive knowledge, he addressed our questions, interpreted the jargon, and clarified our misunderstandings in layman's terms. Without any hesitation, our trust was in his hands, and our Estate Planner exceeded our expectations. The entire experience was professionally and efficiently accomplished.
Steve and the folks at Intervention Point are great to work with. Never would you think that setting up a legal trust and all supporting documents would be so easy, fast with a phone interview, and for such a fair price. I can't say enough good about Steve and his customer service! He answers all my questions often more than once (as many times as I need) so that I understand my documents and how to access them. I can update my assets annually for no charge also. I went through Intervention Point to get my trust and recommended my family to get Steve's help, which they did. We are all more than satisfied. Thanks for all your help!
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