7609 East VÃa De Lindo, Scottsdale, AZ
Full Service - Quality Trusts & Wills at a Great Price
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What do you love most about your job?
I enjoy meeting people on a daily basis. The main goal is to protect their assets and pass them on to their loved ones.
What inspired you to start your own business?
I've been working in the business for over 20 years and I decided to create a company that caters to clients' needs on a one to one basis.
Why should our clients choose you?
My company charges an affordable price for creating trusts & wills.
Can you provide your services online or remotely? If so, please add details.
I provide all services either in person or online.
What changes have you made to keep your customers safe from Covid-19?
During Covid, I mainly provided services over the phone and online. It's up to the customer if they want to meet in person or discuss over the phone.
Living Trust & Wills
I prepare trusts and wills at the direction of the client. The full trust & will package is $595. I usually meet with a client either at a coffee shop near them or at their house. It takes me one day to complete the trust & will. The client pays when I'm finished and I deliver the trust.