Doing estate planning with Safe Harbor was made super easy, from the initial information session, through the signing of documents. Staff is very friendly and personable, and takes time to go through everything in both simple and thorough manner. Presentation of what to expect...
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Doing estate planning with Safe Harbor was made super easy, from the initial information session, through the signing of documents. Staff is very friendly and personable, and takes time to go through everything in both simple and thorough manner. Presentation of what to expect was given in a way that was simple to follow with pictures, charts, etc. They are very knowledgeable, but if they don’t know an answer for you, they will find out. Communication was excellent and thorough as well. Documents were prepared in great detail and in a very timely fashion. We were put at ease for what could have seemed to be a very confusing and tedious process of creating a trust.