Family Tree Estate Planning

great group to work with !!

Reviewed on Facebook

I’ve been working on the Family Tree Planning account through a contractor for the last year and they are exceptional with customer service, every time I've had a question they have always been there willing to help in any way possible, you can see their true dedication to their customers & colleagues, an exceptional and highly qualified team; Highly recommend.

Reviewed on Google Maps

All the people that I dealt with were very Nice, and didn't rush me with writing up my Will. They answered all of my questions, and walked me through everything that I wanted. Thank You

Reviewed on Yelp

Awesome seminar - very informative, friendly representatives, easy to talk with. No hard sell tactics used - very relaxed. Highly recommend!

Reviewed on Facebook

They are very knowledgeable, thorough, competitive and professional in their specialized business. I did not even miss the absence of a local "brick and mortar" presence in my community.

Reviewed on Facebook

Had a great experience Feels it covers all your needs Easy to work with. Wonderful Company. Kyle was great! 5 stars

Reviewed on Facebook

We are so happy we went to the seminar. They finally helped us get our trust done. What a great relief. Thank-You for helping us get rid of a big worry for us. Family Tree does care. Kyle was a great help. More...

Reviewed on Google Maps

We attended a seminar in Maricopa,Az. and then contacted Family Tree Estate Planning. We had OLD wills in place, but realized from the seminar that that doesn't cut it in this day and age. Everyone we had contact with was knowledgeable and helpful. It was also nice knowing 3 of the funding specialist are neighbors here in Maricopa. I strongly urge anyone with questions to contact Family Tree Estate Planning and they will have the answers. Thank you Jason, Chris and Craig~Jennifer and Dale Schmitz More...

Reviewed on Facebook

The process was painless getting my trust built. Good company to work with!

Reviewed on Facebook

All of the people I worked with were friendly helpful and very thorough. Start to finish was 3 weeks! The fee was reasonable and the finished product was better than expected!

Reviewed on Facebook

After several years of putting off our estate planning, my husband and I met with Brad Mason. We were both surprised and extremely happy with how easy Brad made the whole experience and wondered what took us so long. It wasn't long before the whole process was completed and our concerns for the future of our estate were at ease. Thank you Brad and Family Tree Planning! More...

Reviewed on Facebook

We have worked with Sean and Jason at Family Tree and they are both great guys and very helpful. We received a flyer in the mail from the company and set up an appointment with them. Jason not only helped us with our trust but we are now earning better interest on our annuity and both our IRA's. Would definitely recommend them. More...

Reviewed on Facebook

I couldn't pass this one up if my life depended on it. I'm the last of a six generation family tree and tradition. No children, single bachelor, at t0 years old. At this time I'm hoping for a good miracle. Amen. �� More...

Reviewed on Facebook

While planning for the future my wife and I thought that a Last Will and Testament was all we needed to take care of our estate. Made the funeral arrangements and then on a whim ~ attended a dinner seminar on Trusts. Learned a whole new paradigm during a short presentation. Feel we have saved our family and loved ones time and worry during a time of grief and sorrow. We are assured that our wishes will be carried out and that Probate is nullified and family will receive full measure of what we wish to leave to them. Thank You, to the Family Tree Planning crew. Professionals ALL. More...

Reviewed on Facebook

I recently attended a seminar in Casa Grande sponsored by Family Tree Estate Planning and I must say that the seminar's speaker Kyle Couch was very knowledgable and extremely able to speak in layman's terms so that it was very easy to understand. I have been wanting to learn more about Living Trusts but have always put it off...so glad I attended. Kyle made the whole process so easy and I will have my Trust in place in the very near future. Thanks Kyle. More...

Reviewed on Facebook

Their initial presentation was very informative and easy to understand. They had promised no sales pitch, just information, and they kept their word. Kyle C., the presenter, was very personable and exuded a trustworthy business. More...

Reviewed on Better Business Bureau

I needed a trust fund set up for my 3 children. Family Tree was very professional, courteous and understood what I needed and actually helped me make very important decisions once I explained the family's needs and situations. I'm not sure if you could do any better than Family Tree; I don't think so. They really do care about you as a person. More...

Reviewed on Google Maps

I have dealt with Jason and his staff at Family Tree on 2 separate occasions. The first time I had them establish a trust for our family and they did a great job. I was pleasantly surprised on how easy the process was. They really did all the work and I didn't have to stress. I was so impressed with trust I recently just set up my life insurance through them as well. I am a bit of a bargain shopper so I did call around and was pleasantly surprised they offered me such competitive rates and terms. I highly recommend trusting Family Tree with all of your estate planning needs. More...

Reviewed on Yelp

My experience with Family Tree Planning's representative, Josh G****** was very pleasant. Mr. G****** was prompt, professional, knowledgable, listened intensively to my needs and plans. Mr.G****** was always available and open to make adjustment as I thought through previous decisions. Great experience More...

Reviewed on Better Business Bureau

I'm writing this review based on my parents experience. My parents have been searching for a company to do their living trust for quite some time now, but with some difficult circumstances going on with our family through the past couple years it was rough finding it in the budget. One thing that caught my parents eye was the free consultation. Sean was the rep who met with them, and helped explain the whole probate process how they could assist with my parents wants and needs. He was also very helpful by offering a payment plan for them since they're on a fixed income at the moment. My mom had no problems rescheduling the delivery because they wanted me to sit in on the delivery of the trust. I was impressed on how professional Sean was and just how much he cared about my parents being happy with outcome of their trust. 10/10 would recommend this company! More...

Reviewed on Yelp

Family Tree prepared my Living Trust. Every person that I spoke with was knowledgable, helpful and explained things to me in a way that made sense. An overwhelming process made easy. This has been weighing on myself and family for some time now. I am happy to say that my trust is complete and I would ABSOLUTELY recommend this company for their great services. More...

Reviewed on Yelp