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Family Tree Estate Planning Reviews (4)

Josh G[redacted] was a pleasure to work with. He was personable and professional. I appreciate that he didn't use strong-arm tactics to pressure us into making a decision, Josh simply gave us the information we needed by asking questions and then really listening to our answers. Once we made the decision to proceed, he reviewed everything and wasn't put off if we asked for additional clarification. Thank you, Josh, for making the process so easy!

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

I highly recommend this company and its employees. Jason, Josh, & Rebecca are great people to do business with and the trust documents were professionally done and presented. The fees were reasonable.

Family Tree Estate Planning, LCC does not return phone calls. Complained to answering service receptionist. Her response was that ([redacted]) is never in his office. This is the name given when you call. I thought it might be a personal issue until the receptionist made the comment that I was not the first one to complain about this company. She said she receives several client complaints about Family Tree Estate Planning not returning phone calls. Accredited business?

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Description: Estate Planning & Management, Retirement & Life Care Communities & Homes, Insurance - Health, Insurance - Life, Insurance - Long Term Care, Annuities, Insurance Consultants, Retirement Planning Service, Insurance Services, Insurance - Viatical

Address: 15849 N 71st St Ste 100, Scottsdale, Arizona, United States, 85254-2179

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