Sign in

Family First Estate & Corporate Services

Sharing is caring! Have something to share about Family First Estate & Corporate Services? Use RevDex to write a review
Reviews Family First Estate & Corporate Services

Family First Estate & Corporate Services Reviews (44)

Scott did a fantastic job preparing the documents for my parents Living Trust and Power of Attorney paperworkHe took his time explaining things to them and showed great patienceI would highly recommend his services to anyone!

Scott was a wonderful service to usHe walked us through
every step and was extremely patient concerning all our questionsI
recommend his services to anyone wanting a professional estate planner

We were very pleased with the services we received Our initial meeting was in our home which helped greatly due to our young children at home Follow up to complete the process was made convenient for our schedules and we were provided with all the support to complete the process We now feel very confident that our family is protected with whatever may come our way and whenever

We have been dealing with Scott since He is very knowledgeable and also very gracious We would highly recommend him and his company for all your trust needs

I would like to thank Scott S***, of Family First Estate & Corporate Services for his high level of customer service and superb quality of his work
My experience with Scott far exceeded my expectations, and then not jut met them, but exceeded them as I worked with Scott helping me to protect my loved ones and assets as we worked on formulating a Trust for my family
Throughout the process Scott was very attentive to all my requirements and saw that everything was properly titled in my Trust He was always in contact with me as service needs arose and was so very helpful
I would HIGHLY recommend and endorse Family First Estate & Corporate Services! Scott truly is very knowledgeable in this field He loves his work and he always puts the customer first He is sincere and has great integrity
Thank you for exceptional work!
I will definitely be referring his services

Scott S*** of Family First Estate was recommended to us as a trusted individual who could help us with developing a will We met with Scott and he outlined and convinced us of the benefits of a trust as opposed to just a will We found him to be a knowledgeable and professional individual He spent time discussing our goals and gathering information prior to completing the legal documents We were quite pleased with the results and would recommend him highly

We really enjoyed working with Scott when we needed to update our Living Trust, he was very helpful!

I used Scott for my estate planning in 2007, and recently had to do a establish a Personal Trust, and went right back to him without hesitation He is very calm and thorough, and makes sure you understand, in very simple terms, all aspects of what you have to do, and why you have to do it Excellent work!

My partner and I used Family First to update our individual trusts We not only got the best price for services but we want to give kudos to the President of the company for his excellent service He came to our house, prepared our changes in record time, answered all our questions in a timely and concise manner It was a great comfort to us to know that he was "literally" on the other end of the phone whenever we had a questionwe highly recommend Scott and will use him again if/when the need arises

Scott is worth every penny spent on our trustScott explains everything in terms you can understandScott walks you through everything you need to do to complete the process for the will and trust

Scott is great!
My wife and I have been procrastinating for years on setting up a trust
Setting up a living revocable trust was painless Scott took the time to explain in detail what a trust is and how it benefits your survivors His fees for doing this is considerably less than a lawyer and he comes to you at your convenience! No need to go anywhere

We recently completed the process of creating a family trust with the services of Family First State & Corporate Services Specifically, MrScott S*** guided us personally through the process and expertly handled on the paperwork We met with him twice, and his experience was evident in the clear and concise way he answered our questions and provided the pros and cons of different choices We had put off creating a trust due to the expense, but Family First provides a professional service at a very reasonable cost MrSchoeller is very personable and efficiently answered our emails and questions

I recently worked with MrS*** to update my existing trust which was outdated MrS*** came to my home; which was convenient from the standpoint of being able to quickly locate information required He spent time explaining each detail of my trust Once all information had been gathered, he promptly provided the final documents for my review and signature The entire process was professional, efficient and timely MrS*** was a pleasure to work with

We were very happy with the service Scott *** provided to us to help us create a trust and will He walked us through the process, answered all of our questions, prepared thorough documents He made the entire process very easy for us, and we would definitely recommend his services

Thanks Scott We appreciate how thorough you wereWe also appreciate how you explained the entire package to us at our home

Scott's experience is obvious as he walked my husband and I through preparing our Trust, answering all of our questions and sharing helpful informationComing to our home makes his process efficient and convenientHe made what I was imagining to be a painful project into a painless one!

Scott S*** updated our family living trust and wills and we found him to be very professional as well as personableHe guided us through every part of the documents explaining our options, offering his advise and making sure we understood everythingScott's fees are very reasonable and we highly recommend him

Scott worked around our schedule and came to our home for the consultation He spent quite a bit of time (over hours) going over the process of creating a trust in great detail and answering all of our questions After the initial meeting, he had a draft for us to review in less than a week and was proactive in keeping in contact to ensure all of our additional questions and requests were addressed We will definitely be referring his services to family and friends

Hard to get excited about having to prepare your estate, wills and etcGlad our financial guru insisted that we get it done and led us to ScottThe wife and I are totally ignorant when it came to sorting out the legal aspects entailed in making decisions to uncomplicate this for our survivorsDo yourself and your family a favor, make an appointment with Scott, let him help you through this!
Thanks again Scott, ***

My wife and I were referred to Scott S[redacted] by our financial advisor. When we contacted him he was extremely accommodating and scheduled a time to meet with both of us at our home at our convenience. After we provided him with all the information he needed to set up our family trust, he got back to us quickly and was instrumental in getting a couple of procrastinators (who really needed his service) to follow-up on the few items that we needed to take care of. We met with him one final time to get all of the documents signed, witnessed and notarized. Now that we have the family trust set up, it is a great relief to know that everything will happen as we wish when the time comes and those who will benefit from our meager estate will not have to wait for a government entity to get involved. We couldn't be happier!

Check fields!

Write a review of Family First Estate & Corporate Services, LLC

Satisfaction rating
 
 
 
 
 
Upload here Increase visibility and credibility of your review by
adding a photo
Submit your review

Family First Estate & Corporate Services Rating

Overall satisfaction rating

Address: 860 Garnet Ave, San Diego, California, United States, 92109

Phone:

Show more...

Web:

This website was reported to be associated with Family First Estate & Corporate Services, LLC.



Add contact information for Family First Estate & Corporate Services

Add new contacts
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | New | Updated