Preston Estate Planning

Marjorie Joramo

Way back in the 1985 we had Preston do our first family trust. We recently updated it and are very satisfied with the results. They have a good monthly newsletter, and an interactive monthly Q&A "zoom' meeting. We are always pleased with the quick response when we have a personal question or problem. The binder (that also has a thumb drive) they provide is a good organization and reference tool. The wallet card is a wonderful source of where our medical documents and directives can be accessed by regular and new medical providers and especially in case of an accident or sudden illness. Annually they review our documents and send us a report of what needs to be looked at and possibly updated such as a change in titling of a deed, etc. Hopefully they will soon be able to have in-person meetings again that will provide good interaction with Preston's staff and participants.

Brandon Burns

My mother used Preston Estate Planning to draw up a Living Trust. She decided on Preston because they had previously done a Living Trust for my grandmother. We couldn't be more satisfied with the level of service provided by Preston Estate Planning. The staff is very professional and responsive to their clients requests and needs. Processes and procedures are clearly explained in a manner that can be easily understood by the client regardless of backgrounds, and they have policies in place that ensure the preparing and, eventual, execution of the clients estate plan is accomplished with ease, leaving you at ease with regards to your end of life plans. I highly recommend Preston Estate Planning and will continue to refer them to family, friends, colleagues, co-workers, and even strangers I may over hear considering estate planning options.

Mike Craighead

If you want a top-notch estate plan prepared Preston Estate Plan is very highly recommended for the following reasons: 1) From opening phone call throughout the process everyone in contact with you is completely professional, thorough, and knowledgeable. 2) You can get an Estate Plan done cheaper, but depending on your circumstances you may not get one that addresses all of your needs and you may not be assured that it is comprehensive. With Preston you can be assured of this. In fact, you will be given whatever time and information you need to be confident the end product is exactly what you need, and you will understand it. 3) The actual plan is packaged logically and beautifully and your heirs will have a very professional document to work with, plus the services of Preston Estate Planning, to assist with the final process. An effective Estate Plan is important, and you get what you pay for. Using Preston Estate Planning services is definitely worth it.

Sunil KC

I have selected Preston Estate Planning after evaluating several forms and having initial consultation meeting with three different forms as a part of my due diligence. I am glad that I choose them since they exceeded all my expectation. John Preston and his team are very nice, supportive, responsive and knowledgeable. Mr. Preston spend over two hours in my first free consultation meeting to explain everything about Estate planning. He explained different scenarios that might be possible with my situation and, pro and con of different approaches to address these scenarios in a very plain easy to understand language. He answered all my questions with a nice smile and constantly encouraging to ask more follow up questions. He proactively tried to figure out if I am missing anything. I was highly impressed. All of his team members have very pleasant personality. They answered all my questions and went to extra mileage to explain everything over the phone or in the e-mail. No question is of less important and minor for them. Its because of his team member, my family trust was set up seamlessly and I am extremely happy with the outcome. Because of the impressive way they handle the trust set up, I have utmost respect to Mr. Preston and his team.