Sheri Bohn is amazing and very knowledgeable!! We enjoyed working with her and happy to refer her and the firm to others.
I really appreciate the time they took to explain options to me.
Delight to work with.
Typically, estate planning feels complicated and law offices seem like they only serve the wealthier clients out there, but not here. I was made to feel like my small matter and many questions were important, and I was as important as other big customers.
It is always difficult to find a business that has caring people. Everyone at Keystone is very caring but most of all knowledgeable when it come to preparing a trust. Plus they don't charge a ridiculous fee.
Having estate and family docs is essential. Using the right attorney is crucial. Francisco and his team are so knowledgeable and guide you through the best options for your needs. They also keep it updated for you which is key. I highly recommend Keystone Law Firm!
Everyone was super helpful, very pleasant but most of all knowledgeable. Well worth the drive to meet with them. Highly recommended!!!
Clients received status call, toolkit, and benefits information.
Client received TrustCare membership check-in.
Helped guide potential client with estate planning needs.
Helped guide potential client with their estate planning needs.
Discussion of trust administration, long term care, and probate avoidance.
Helped client with questions after the death of her husband.
Had questions regarding estate planning and special needs trusts.
Answered questions regarding estate planning
Estate planning client
Clients received annual review of Estate Planning Portfolio as TrustCare members; discussed funding.
Had an appointment today.
Meeting to design estate planning portfolio.