Muse and Associates

I will answer this complaint in a format similar to the Customer Service issues, mailed to me.1- March 30, 2016: Our client, referred to as: Client ***, contracted me to prepare her Living Trust, remitting $for the preparation of her legal documents.2- April 16, (a) 9:am, days
after her initial appointment, Client *** returned to our office to have the following documents signed (executed) and Notarized.a.) Certification of Trust;b.) Declaration of Trust;c.) Pour-Over Will;d.) Durable Power of Attorney;?.) Two Advanced Health Care Directives;f.) Claim of Exemption;g.) Assignment of Stock Transfer;h.) Funding Letters for each Trust owned financial account.Client *** thanked my associate, as she left our office on April 16", 2016,taking her Trust Book with her.3- April 29" to May 6", 2016; During this day time period, Client *** transferred her home, she owned through a stock company, into her Living Trust, through a ‘SPECIAL ASSIGNMENT of STOCK TRANSFER", prepared by our officeAt the time of the real estate transfer, the management company of Leisure World, informed Client *** that she owned two Stock Certificates, not just one, and each required a Transfer formWe were not aware of this second Stock Certificate.On April 29, 2016, Client *** sent an email to our office, informing us that Leisure World was requiring a Transfer form, for the “other” stock certificateWe answered her email, stating that we had no knowledge, or information, about this Certificate, but we would be happy to prepare another transfer form, at no charge, and as quickly as possibleMy associate sent an email, to Client ***, stating that he did not have the Stock number, and would she kindly send it to him.By email, on May 6", 2016, Client *** sent Mr***, the number identifying the “new” Stock Certificate as ***As we later discovered, Client *** gave us an incorrect Stock Number, and upon filing, it was untimely rejected by the HMOI believe it was on or about May 6", 2016, Client *** decided to file a Revdex.com Complaint against us, even though we were actively trying to correct her problemOnce Leisure World rejected the last transfer, Client *** began sending extremely mean spirited & derogatory emails, to Mr***Her emails included such phrases as “What are your credentials”? “How could you be so stupid"? “You should have known I needed two Stock transfers”? “You and *** are incompetent”? “How stressful and UGLY this situation has become for me”.4- On May 20, 2016; In an effort to meditate this situation, I drove to Client ***'s living community, to personally address her issues, problems & and correct any infractionsI brought my Notary Seal, and my associate, *** *** joined us.4.1) Client ***, told me I misspelled her name on one Notary form.Solution: I replaced the Notary form on the spot.4.2) Client ***, contends that the Stock Certificate Number was wrong, because we got it wrongEven though, Mr*** did show her the email she sent showing the incorrect number of ***, Client *** denied it came from her computerWe even pointed out her IP address, and how it was on her customary email stationary, which bears several “Biblical Scriptures’, which is present on all of her emails.Solution: I drove to my office, a few miles away, and prepared anotherTransfer form, with the correct Stock Number, as Client *** had just supplied us with, at meetingMr*** returned the new Transfer form within one hourHowever, within minutes Client *** sent a text complaining that the hour was too long.Client ***’s Verified Revdex.com Complaint A.) In her Revdex.com complaint, *** M*** claims that on April 8", 2016, she “Talked to Company”I am assuming the “Company” is usHowever, Client *** did communicate with us during this timeB.) *** ** *** states: “I have no will at this point without those papers and it is now days.” I really don’t know how to interrupt this statement, except to say that *** *** signed her Trust on 4-16-16, and has been in possession of those documents since that date of 04-16-I’m counting days, not daysC.) Clients name misspelled on Notary Acknowledgment formI corrected it on 5-20-16.D.) Client *** desired Settlement “To receive a refund of $650.00, and to dissolve any legal papers with Muse, and have no further business with her”We did not fail Client ***, in our legal dutiesThe only problem encountered, was Client *** herself, as she was the one that provided an incorrect Stock numberALL of Client ***'s issues have been resolvedThere are no further business to be conducted between the two of usAt this point, we would decline all further work, from this client.My Summary:*** ** *** has suffered no financial harm or damages*** Trust was prepared in a timely manner of days, and was fairly pricedAll communication: emails, telephone calls and text messages to my offices, or us as individuals, from *** ** ***, was addressed and answered.As a small company owner, I have always been deeply committed and passionate about customer serviceOur record will show years of business, without any Consumer ComplaintsI’ve built a business around our reputation, honesty, value and referrals, and we will continue to do soBut, I’ve also come to realize, that in some cases, you can not make unhappy people happy.Respectfully submitted,*** *** cc; attorney; file

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
*** *** ** *** *** *** *** *** *** *** *** *** *** ** *** *** ***
Regards,
*** * ***
After reading *** *** response, I contacted her by phone in the hopeful effort that we would come to an acceptable agreement between us I asked her to please return my payment of $as I am so dissatisfied with the service I got from her firm We would exchange papers that each of us is holding returning any to its rightful owner I am willing to drop the whole matter and discontinue my pursuit through the Revdex.com in exchange for the $ She refuses and with that I get lashing of the tongue towards me *** seems to have lo w tolerance for criticism because she yells and says things to me and about me that no one would like to hear.She insists that I don't know how to "fund" the trust, that I am rude, and that I am an unhappy selfish person I just don't know where this is coming from other then her own personal judgmentShe claims she has had no problem with anyone in the years of operation, so there must be something wrong with me She did offer to return $and says she gave me all I need, but without an explanation of the paperwork I am at a loss why our Stock Transfer office would not accept the necessary paperwork She offered to go to Stock Transfer with me, but I'm afraid now it is too late for me to work with her and her hostile nature towards meI am willing to wait for another response from her regarding our situation before taking drastic steps She has responded very poorly leaving me no other optionShe is adamant about her refusal and seems to lean on the shield of her "in-house" attorney that will cover her, AttyThe Eugene Salmonsen Law Firm located in Los Angeles I believeI am hopeful she will reconsider and see how easily this can be resolvedHer cutting words have made this very difficult I definitely would like to choose another person to represent my living will papers I feel she has not treated me as a client but as an enemy

I will answer this complaint in a format similar to the Customer Service issues,
mailed to me1- March 30, 2016: Our client, referred to as: Client ***, contracted me to prepare her Living Trust, remitting $for the preparation of her legal documents2- April 16, (a) 9:am, days after her initial appointment, Client *** returned to our office to have the following documents signed (executed) and Notarizeda.) Certification of Trust;
b.) Declaration of Trust;
c.) Pour-Over Will;
d.) Durable Power of Attorney;
?.) Two Advanced Health Care Directives;
f.) Claim of Exemption;
g.) Assignment of Stock Transfer;
h.) Funding Letters for each Trust owned financial accountClient *** thanked my associate, as she left our office on April 16", 2016,taking her Trust Book with her3- April 29" to May 6", 2016; During this day time period, Client *** transferred her home, she owned through a stock company, into her Living Trust, through a ‘SPECIAL ASSIGNMENT of STOCK TRANSFER", prepared by our officeAt the time of the real estate transfer, the management company of Leisure World, informed Client *** that she owned two Stock Certificates, not just one, and each required a Transfer formWe were not aware of this second Stock CertificateOn April 29, 2016, Client *** sent an email to our office, informing us that Leisure World was requiring a Transfer form, for the “other” stock certificate We answered her email, stating that we had no knowledge, or information, about this Certificate, but we would be happy to prepare another transfer form, at no charge, and as quickly as possibleMy associate sent an email, to Client ***, stating that he did not have the Stock number, and would she kindly send it to himBy email, on May 6", 2016, Client *** sent Mr***, the number identifying the “new” Stock Certificate as ***As we later discovered, Client *** gave us an incorrect Stock Number, and upon filing, it was untimely rejected by the HMOI believe it was on or about May 6", 2016, Client *** decided to file a Revdex.com Complaint against us, even though we were actively trying to correct her problemOnce Leisure World rejected the last transfer, Client *** began sending extremely mean spirited & derogatory emails, to Mr***Her emails included such phrases as “What are your credentials”? “How could you be so stupid"? “You should have known I needed two Stock transfers”? “You and *** are incompetent”? “How stressful and UGLY this situation has become for me”4- On May 20, 2016; In an effort to meditate this situation, I drove to Client ***'s living community, to personally address her issues, problems & and correct any infractionsI brought my Notary Seal, and my associate, *** *** joined us4.1) Client ***, told me I misspelled her name on one Notary formSolution: I replaced the Notary form on the spot4.2) Client ***, contends that the Stock Certificate Number was wrong, because we got it wrongEven though, Mr*** did show her the email she sent showing the incorrect number of ***, Client *** denied it came from her computerWe even pointed out her IP address, and how it was on her customary email stationary, which bears several “Biblical Scriptures’, which is present on all of her emailsSolution: I drove to my office, a few miles away, and prepared another
Transfer form, with the correct Stock Number, as Client *** had just supplied us with, at meetingMr*** returned the new Transfer form within one hourHowever, within minutes Client *** sent a text complaining that the hour was too longClient ***’s Verified Revdex.com Complaint A.) In her Revdex.com complaint, *** M*** claims that on April 8", 2016, she “Talked to Company”I am assuming the “Company” is usHowever, Client *** did communicate with us during this time B.) *** ** *** states: “I have no will at this point without those papers and it is now days.” I really don’t know how to interrupt this statement, except to say that *** *** signed her Trust on 4-16-16, and has been in possession of those documents since that date of 04-16-I’m counting days, not days
C.) Clients name misspelled on Notary Acknowledgment formI corrected it on 5-20-D.) Client *** desired Settlement “To receive a refund of $650.00, and to dissolve any legal papers with Muse, and have no further business with her”We did not fail Client ***, in our legal dutiesThe only problem encountered, was Client *** herself, as she was the one that provided an incorrect Stock numberALL of Client ***'s issues have been resolvedThere are no further business to be conducted between the two of usAt this point, we would decline all further work, from this clientMy Summary:
*** ** *** has suffered no financial harm or damages*** Trust was prepared in a timely manner of days, and was fairly pricedAll communication: emails, telephone calls and text messages to my offices, or us as individuals, from *** ** ***, was addressed and answeredAs a small company owner, I have always been deeply committed and passionate about customer serviceOur record will show years of business, without any Consumer ComplaintsI’ve built a business around our reputation, honesty, value and referrals, and we will continue to do soBut, I’ve also come to realize, that in some cases, you can not make unhappy people happyRespectfully submitted,
*** *** cc; attorney; file

The consumer just needs to be walked through the funding process. We offer to assist her personally to make sure it is done correctly. I harbor no ill, nor am I angry at all, and the consumer can have a person than myself, from my office to help her. There is nothing wrong with the Trust, and the only thing that has been negative, is the consumer not understanding the funding process For that, I do apologize, and stand ready to help ***, without any prejudice. *** ***

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
[redacted]
Regards,
[redacted] [redacted]After reading [redacted] response, I contacted her by phone in the hopeful effort that we would come to an acceptable agreement between us.  I asked her to please return my payment of $650 as I am so dissatisfied with the service I got from her firm.  We would exchange papers that each of us is holding returning any to its rightful owner.  I am willing to drop the whole matter and discontinue my pursuit through the Revdex.com in exchange for the $650.  She refuses and with that I get lashing of the tongue towards me.  [redacted] seems to have lo w tolerance for criticism because she yells and says things to me and about me that no one would like to hear.She insists that I don't know how to "fund" the trust, that I am rude, and that I am an unhappy selfish person.  I just don't know where this is coming from other then her own personal judgment. She claims she has had no problem with anyone in the 35 years of operation, so there must be something wrong with me.  She did offer to return $300 and says she gave me all I need, but without an explanation of the paperwork I am at a loss why our Stock Transfer office would not accept the necessary paperwork.  She offered to go to Stock Transfer with me, but I'm afraid now it is too late for me to work with her and her hostile nature towards me.I am willing to wait for another response from her regarding our situation before taking drastic steps.  She has responded very poorly leaving me no other option.She is adamant about her refusal and seems to lean on the shield of her "in-house" attorney that will cover her, Atty.. The Eugene Salmonsen Law Firm located in Los Angeles I believe.I am hopeful she will reconsider and see how easily this can be resolved. Her cutting words have made this very difficult.  I definitely would like to choose another person to represent my living will papers.  I feel she has not treated me as a client but as an enemy.