Family Tree Estate Planning
6910 East Chauncey Lane, Phoenix, Arizona 85054
About the Family Tree Estate Planning
Family Tree Estate Planning is a trusted finance institution located at 6910 East Chauncey Lane in Phoenix, Arizona, United States. Our team of experienced professionals is dedicated to helping families secure their financial futures through comprehensive estate planning services. Whether you need assistance with wills, trusts, or other estate planning tools, we are here to provide personalized guidance every step of the way. At Family Tree Estate Planning, we understand the importance of protecting your assets and ensuring your loved ones are taken care of. Contact us today to schedule a consultation and start planning for tomorrow.
Photos of Family Tree Estate Planning
6910 E Chauncey Ln STE 230, Phoenix, AZ 85054, United States
Opening hours of Family Tree Estate Planning
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Family Tree Estate Planning
"This company did our living trust in 2019. Everything went well and we filed an amendment in 2021 which was handled promptly. I have contacted them 6 times by phone as well as via email and have gotten no response. I’d use any other company but this one. Not sure what happened in the last 2 years but their customer service is nowhere to be found. The only number I have is for Angie and she never returns calls. Run away from these people."
"Their service has declined in the last several months. It took them 2 months to make a simple revision. When I received it, it wasn't pre notarized like previous revisions and when I emailed them about it I received no response. It worries me for they are my successor trustee and if this is their service model what will happen with my estate once I have died. I paid them 900 dollars 5 years ago and don't really want to go through the process and expense with a new estate planning company but guess that's what I need to do."
"I've been with Family Tree Estate Planning for eight years. I use them for trust services. I get periodic reviews and revisions for the more than reasonable price I paid. Jason Wooten, Sean Cagle, and the company are experts in their field. It's always a great and expedient time when I visit them in North Phoenix. I highly recommend this business for trust services and more."
"Went to their free seminar in Gold Canyon AZ. Very well done. Decided I needed to set up a trust so made an appointment. A phone interview was conducted to pre-complete the trust. A rep showed up at my house with all the necessary AZ documents completed with me to sign. Went smoothly. Although I have property in a different state so I had to take care of that myself. As of now everything is complete. They also said changes to the documents are free. Good deal. The only thing I would have liked would be a follow up by them to see if anything was needed and all was good. Didn't get it. Would have been good customer relations."
"My husband and I met with Alex a couple of times we liked his professionalism. We gave a deposit for a living trust package and we were supposed to receive a phone appointment from the office with Jennifer to verify information prior to final paperwork. I spoke with her in between appointments as she had missed one appointment and I called her to see why she hadn't kept that appointment. She said it was an oversight so we set an additional appointment. She then missed that one as well and gave a number of additional excuses... it seems that on the front end they're quite responsive but once they have your business you can't get a hold of them any longer... this has become a concern for us for any future updates or business with them. We're getting our deposit back!"
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