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I am rejecting this response becauseEverything he stated is a lie, we specifically told him we only had $spare in the account, there was money in the account but was to paid for our mortgage, we told him not to do anything or cashed the check until after the 26th when we would have the additional funds and then we would also have the information needed for the trust, he is also lying about the extra hours of work, we haven't giving him the information needed to do the trust, we covered what should be in the trust which was just a very minor guess on the amount and told him I wanted to be very thorough and go room by room to as a value of our property, plus none of the important documents have ever been given to himI expect a full refund since I no longer want to do business with this lying individual, if he doesn't i'm already filing to take him to court

I am rejecting this response because:Un acceptable, this guy is a complete lier, I no longer care to do any business with him, I will make sure when someone is looking to do a Living Trust I will make sure he's name and business name comes up in the conversation to make sure no one does any business with him, I expect a full refund or I will proceed as plan and file in court on August 26th @ 8:am

I am rejecting this response becauseEverything he stated is a lie, we specifically told him we only had $400 spare in the account, there was money in the account but was to paid for our mortgage, we told him not to do anything or cashed the check until after the 26th when we would have the additional funds and then we would also have the information needed for the trust, he is also lying about the extra 7 hours of work, we haven't giving him the information needed to do the trust, we covered what should be in the trust which was just a very minor guess on the amount and told him I wanted to be very thorough and go room by room to as a value of our property, plus none of the important documents have ever been given to him. I expect a full refund since I no longer want to do business with this lying individual, if he doesn't i'm already filing to take him to court.

This is my response to [redacted] “I am rejecting this response because: Un acceptable, this guy is a complete lier,” Answer: [redacted]’s previous statement: "About 2 hours after he left our house my wife called his cell and found that the number was disconnected." “Answer: My cellular phone was not disconnected at that time. Besides, my cellular's call logs do not show a telephone call from Mrs. [redacted] either, and I have requested a registry of all incoming calls from [redacted].” Proof of my answer: Find the attached file that contains my bank statement that shows that my [redacted] telephone bill was paid on July 13, 2016. When you pay to [redacted], you pay for service in the future, the month ahead, after July 13, 2016. This is the proof that my telephone was not disconnected. Moreover, find the other file that shows a picture of my cellular call logs that verifies that my telephone was working on July 16, 2016. Look at the time of the call (not from [redacted]) on the July 16, 2016, 1:06 PM. My meeting with the [redacted]s was from 10:30 AM to 12:48 PM. Conclusion: [redacted] is not telling the truth beyond a reasonable doubt. [redacted]’s previous statement: "She then call his house # and left a voicemail to remind him not to do anything or cash the checks until the 26th."   “Answer: I would have never cashed the check if I had been told not to cash it. I follow instructions as directed. The claimed phone calls were too late as I went to the bank immediately after the meeting with Mr. and Mrs. [redacted]. Moreover, I do not have a record of Mrs. [redacted]'s call in my caller ID to verify that she called me on July 16th, 2016, but I have requested from Wave a record of all my incoming calls from July 16th to July 20th.”   Proof of my answer: Find the attached file that contains certified mail from Wave that shows inbound calls to my office number ([redacted]) on July 16, 2016. There are 2 phone calls, at 12:37 PM (from [redacted]) and at 14:41 PM (from 228-325-1039). These 2 phone calls were not from the [redacted]s. I left the [redacted]’s house at 12:48 PM.  Their numbers are the following:   Home number: [redacted]’s Cellular: [redacted]’s Cellular: [redacted]   Moreover, [redacted]’s call was on Monday, July 18, 2016 at 9:50 AM (see Wave’s inbound calls record) and [redacted]’s call was on Tuesday, July 19, 2016 at 19:44 PM (see Wave’s inbound calls record). Both calls were 2 and 3 days respectively after Saturday, July 16, 2016. These 2 phone calls have been the only communication received from the [redacted]s.   Conclusion: For the second time, [redacted] is not telling the truth beyond a reasonable doubt.   [redacted]’s previous statement:   "I told him I no longer wanted to do business with him and wanted my money back, to which he simply replied I’m not going to give you your money back, the contract we signed says we have 3 Business days to cancel the contract and get my money back. The 19th would be the third working day. Now he is claiming that he has 7 additional billable hours, which I can’t figure out what those are since we told him not to do anything and we haven’t giving any of the information needed for the Estate Planning."   “Answer: I can show Mr. & Mrs. [redacted] the documents that I produced so far. Moreover, these documents are not a car that I can sell to someone else as they contain personal information important to them only.”   Proof of my answer: Moreover, I have all the information that I need to produce the living trust and ancillary documents for the [redacted]s, except for information about their assets which is needed to complete the Schedule A (the inventory of their assets) and to produce transfer letters to fund the trust.   I cannot release any printed documents to Revdex.com to verify my answer unless the [redacted]s give permission to do so, as the information in those documents is privileged. This is my response to [redacted] after the writes the following: “I no longer care to do any business with him, I will make sure when someone is looking to do a Living Trust I will make sure he's name and business name comes up in the conversation to make sure no one does any business with him, I expect a full refund or I will proceed as plan and file in court on  August 26th @ 8:30 am.” Answer: The only complaint that [redacted] had is that I cashed the check which is a situation they created by not writing a post-dated check and asking me to hold the check two (2) days after, as evidenced by a recorded call on July 18, 2016 at 9:50 AM from [redacted] which I listened after [redacted]’s call on Tuesday, July 19, 2016 at 19:44 PM. This is not a reason to be planning to slander my name and my business as evidenced by the comment “I will make sure he's name and business name comes up in the conversation to make sure no one does any business with him,”. There are no other complaints about anything else. The [redacted]s chose to ignore communicating with me three (3) times after July 16, 2016, and recognizing their unwillingness and the impossibility to continue to provide my service, I made them whole. All the money has been returned to them. When I visited the [redacted]s, they received 2 hours of my time for free and an additional 18 minutes for which they didn’t pay while I performed my services in their presence. In addition, I spent 7.5 hours to produce the [redacted]s documents for which they didn’t pay. For a total of 9.68 hours, I have not received 1? and used additional hours of my time to defend myself to prove that I have been telling the truth. The [redacted]s are ungreatful and [redacted] has purposefully attempted to damage my reputation with statements that have been proven to be false and planning to do the same in the future which constitutes slander & libel. That is unforgivable and will not tolerate it either. This matter has used a lot of time and in no way brings me back to zero, before meeting with the [redacted]s. If my Revdex.com rating is affected in any way by this matter, the [redacted]s should make an effort to rectify it. I will not dedicate more time to this matter.

"On Saturday June 16th, Francisco J. Icaza of Basic Estate Planning came to our house to give us an estimate on a living trust."Answer: On Saturday, June 16, 2016, I provided information about probate, the advantages of having a living trust, and filled an application to produce a living...

trust and ancillary documents for Mr. & Mrs. [redacted]."He said that he got our home number from a friend of ours, which I still don’t know who it was since he has never told us, our home phone is unlisted."Answer: I obtained Mr. & Mrs. [redacted]'s names and address from a title company list (a farm). Then, I obtained his telephone number from [redacted]."Since estate planning was something we were planning on doing we went ahead and listened to the sales speech. After about 2 hours we had to make a decision."Answer: Correct. The billable hours were 2.18 hours, the entire time of our meeting."Our meeting lasted We told him that we are interested, but all the pertinent information needed for the Estate Planning we didn’t have on hand because all important documents that we have my wife keeps it in a fire safe at work for safe keeping. We told him that my wife is on vacation and does not return to work till Monday July 25th at which time she would make copies of everything needed then on the 26th"Answer: I provided a sheet of paper with my e-mail address and listed 1 checking account, 1 savings account, 2 insurance polices, and 2 401ks accounts. Also, I left with Mrs. [redacted], Page 7 and 9 of the Client Application Form to e-mail to me on Monday (July 25, 2016) or on Tuesday(July 26, 2016). I am still waiting for those 2 pages. "we would contact him to proceed with the papers, "Answer: Mrs. [redacted] was supposed to e-mail pages 7 and 9 to complete the information." it would also give us time to go thru our house and evaluate all our properties to add to estate planning."Answer: This is new to me. As they didn't mentioned anything else. I made it very clear to fund the trust with all the assets they own."He said that was no problem but let’s go ahead and get everything signed to get that going. That way when I received the documents as needed we would be one step ahead and to also go ahead and give him 2 checks to him one for $2,595 and one for $200 to [redacted]."Answer: This is correct. I started producing the documents with the information provided after receiving the check for $2,595 and mailed the $200 check along with the contract to [redacted] on July 16, 2016."We specifically stated to him not to do anything till my wife got back since we didn’t have the necessary information on hand and to NOT cash the checks because that was our mortgage payment and that we didn’t have enough to cover both. He assured us that he would not cash the checks until he had spoken to my wife on the 25th."Answer: We did not talk about holding the checks at all during our meeting. I don't start to work on any documents unless I am paid up front. I have had clients in the past who didn't have the money available and provided post dated checks. Again, I was not asked to hold the checks at all on July 16th, 2016 and they were not post dated either."We told him again as he was walking out the door and he said we normally had 3 business days to change our minds but he would not cash the checks until the 26th of July."Answer: We didn't talk about cancelling anything and didn't talk about holding the checks until the 26th of July either. My Cancellation Policy reads as follows: "You may cancel this transaction in writing by mail or telegram within three business days from the date of signing. Any payments made by you will be returned within 10 working days after receiving your cancellation notice. Basic Estate Planning will deduct the charge for any billable hours from your refund.""About 2 hours after he left our house my wife called his cell and found that the number was disconnected."Answer: My cellular phone was not disconnected at that time. Besides, my cellular's call logs do not show a telephone call from Mrs. [redacted] either, and I have requested a registry of all incoming calls from [redacted]. "She then call his house # and left a voicemail to remind him not to do anything or cash the checks until the 26th."Answer: I would have never cashed the check if I had been told not to cash it. I follow instructions as directed. The claimed phone calls were too late as I went to the bank immediately after the meeting with Mr. and Mrs. [redacted]. Moreover, I do not have a record of Mrs. [redacted]'s call in my caller ID to verify that she called me on July 16th, 2016, but I have requested from Wave a record of all my incoming calls from July 16th to July 20th."My wife left to see family in Oregon on Monday the 18th and was returningon Friday the 22nd. She called me panicking on Tuesday the 19th that he had cashed the check when we were very clear several times, that he was not to cash it until the 26th. I immediately called him and asked him why he had cashed the check to which his reply was, “ I deposited it on Saturday”."Answer: I was not asked to hold the checks."I asked “why did he do that when we told you not to do anything until the 26th?”"Answer: I was not asked to hold the checks until the 26th."I told him I no longer wanted to do business with him and wanted my money back, to which he simply replied I’m not going to give you your money back, the contract we signed says we have 3 Business days to cancel the contract and get my money back. The 19th would be the third working day. Now he is claiming that he has 7 additional billable hours, which I can’t figure out what those are since we told him not to do anything and we haven’t giving any of the information needed for the Estate Planning."Answer: I can show Mr. & Mrs. [redacted] the documents that I produced so far. Moreover, these documents are not a car that I can sell to someone else as they contain personal information important to them only. I answered Mr. & Mrs. [redacted] with a letter and an e-mailed that is contained in the file that is attached, but I have not received a response yet."I believe this guy to be dishonest, he did exactly everything we told him not to do, even though he was not only contacted the same day but 2 days later again and the paper work says I have 3 business days to cancel the contract, he is not refunding any of the money, he is claiming having an additional 7 hours in it which to this day we have not giving him the information for the Living Trust. I would not be surprised if he has tried to pull this on other customers"Answer: I have been in business since 2000, that is 16 years. I have produced 100s of living trusts, and I have not had problems at all with any of these trusts. I am not dishonest at all. On the contrary, my honesty has been outstanding.Best regards,[redacted]Basic Estate Planning