Just a note about our experience with your firm. We'd been putting off estate planning for years because of the perceived expense and lack of urgency/desire. We finally decided that it was time to do it. We looked at the canned programs but decided that we didn't know enough about what we were doing to plan our estate adequately. I asked my insurance agent if he knew a good estate planner and was given your firm's name by him. We were very impressed by our experience, two visits and we had a will and living trust tailored to our needs. You asked questions that we probably wouldn't have considered had we rolled our own. " In all, we are thoroughly pleased by the help you provided and your follow-up call the other day inquiring as to whether we had completed our "homework" was icing...
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- Estate Planning
- Estate Tax Planning
- Living Trusts and Wills
- Living Wills & Medical Directives
- Llcs
- Pet Trusts
- Probate & Estate Administration
- Special Needs Trusts & Planning
- Trust Administration
Sentiment Analysis
Very efficient and helpful
I walked away with a wealth of information from Phelps La Clair, PLC regarding Estate Planning.
Very detailed and thorough and at a reasonable price.
We appreciate the living trust services provided by Kelli at Phelps La Clair, thank you!
I like that I'm able to reach out if I have questions in the future and that he will follow up with me every 3 years.
He clearly explained our options and answered all of our questions.
Answered all our questions
Trust went smoothly and I I recommend him to everyone For trust work.
I’m grateful for Jeff Le Clair for walking me through the process and helping me make sure my affairs were all in order.
We can relax now knowing our children will not have added stresses when the time comes to take over where we leave off
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