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Corporate review summary

5on Google,May 29, 2024


They took the time to explain everything in detail and answer questions. They were very thorough in setting up my trusts.

Recommendedon Facebook,May 29, 2024

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5on Google,May 29, 2024


Very knowledgeable and thorough.

5on Google,May 29, 2024


We are very grateful for the services provided by the firm Cooper, Adel, and Vu! We are relieved to have our assets protected and recommend them to everyone who has concerns about estates and end of life situations. They are very helpful, thorough and professional.

5on Google,May 28, 2024


We had a great experience. Everyone was very helpful and explained everything well. Definitely glad we chose them.

Recommendedon Facebook,May 24, 2024


Ted was great to work with and made things easy.

5on Google,May 23, 2024


Our experience was absolutely wonderful. Everyone there was very friendly and made us feel comfortable. They answered every question we had and answered some we did not think of at the time but would have eventually. We HIGHLY recommend them.

5on BirdEye,May 23, 2024

Mike & Anita

Everyone there was very friendly and helpful. All of our questions were answered, and our paperwork was organized and marked where to sign and explained very well. We felt at ease making hard decisions with their guidance and knowledge. We would definitely HIGHLY recommend them to anyone and have!

5on BirdEye,May 18, 2024


We were both impressed from the beginning to the end. Daniel Vu explained our options and answered all our questions. Jill Besl was amazing in setting up our Trusts and offering advice as well as answering our questions and then some. My husband also met with Jacob on our investments and gave us some good advice we weren't aware of those options. This firm is well rounded in what all they provide, not to mention very reasonably priced. Many Thanks to All 🙂

5on BirdEye,May 16, 2024

David A

Done a very good job Running a lot of trouble, but he handled it very, very good. Would absolutely use Them again and recommend them to everybody

5on Google,May 13, 2024


Very professional. Confident in their services.

Recommendedon Facebook,May 09, 2024


My husband and I went here to create a Trust for our children. Daniel and Jill were fantastic to work with!! Thank you for ALL your help!! Sincerely, Timothy & Denise

5on Google,May 09, 2024


We attended one of their estate planning workshops and decided to go with a trust. Our experience was great!! Everything went smooth and Courtenay is awesome. She is very knowledgeable, patient and so easy to work with.

5on BirdEye,May 08, 2024


Very helpful in explaining each step and every question we had would recommend these folks to anyone looking to secure their families future with estate planning

5on Google,May 07, 2024


We had questions 2.5 years later regarding some details of my policy. When we called we were treated with respect and understanding. Thank you!

5on Google,May 06, 2024


The staff was very friendly and professional and explained every detail flawlessly for us. Highly recommend this firm to assist with a Will and Trust.

5on Google,May 06, 2024


All the staff are wonderful! Professional and friendly. I love the way they balance walking you through everything so you understand it but don't talk down to you, either. I'll be working with them to set my mom up with a revocable trust next.

5on Google,May 06, 2024


Very well organized and well thought out. We had trust work done. Next we will meet with their financial advisor.

5on Google,May 06, 2024


My questions were answered quickly and knowledgeably with grace and courtesy!

5on Google,May 05, 2024


We have then as our estate lawyers, tax preparation, and financial planning.

5on BirdEye,May 01, 2024


Lauren and Alex were so patient , knowledgeable, and very helpful guiding me thru the process of setting up an estate trust for me. Alex was very thorough on explaining all the details and making things seamless and accurate on customizing a trust best suited for me. I can’t say enough about the positive experience I had with this firm. Lynn who is at the front desk was knowledgeable and helpful too.

5on Google,May 01, 2024


Everything was prepared and explained by Mr Vu and paralegal Jill in a very concise way. They were so helpful in helping us set up a family trust. If you haven't prepared for the inevitable, you need to call them today!!