Steve did an excellent job of fitting… Steve did an excellent job of fitting meetings around our schedule and took the time to explain everything in detail. Even though he was not local his communication, professionalism, and promptness made the process very easy.

Fantastic Service and Expertise Fantastic Service and Expertise I wanted to give a big shoutout to Steve Morris for being an absolute lifesaver during the trust process. Seriously, this guy is a wizard when it comes to this stuff! Steve's knowledge and assistance were like sunshine on a cloudy day. Trusts can be complicated, but he made it feel like a breeze. Now that everything's all sorted out, my family and I can finally breathe a sigh of relief. Knowing that we're protected and secure, thanks to Steve's expertise, is such a weight off our shoulders. So, if you ever need help with trusts, Steve Morris is the person to go to – trust me on that!

Excellent company to work with Excellent company to work with, they answered all our questions and spent the time to make sure we got our Trust right the first time. I highly recommend Intervention Point

The representatives are very…Professional The representatives are very professional and they provide excellent service with the entire process of setting up a trust. They're always available afterwards to assists with any questions or concerns you may have.

Revocable Trust We’ve been wanting to do a Trust though when we were told the cost we decided to shop around more. Our financial advisor recommended Steve Morris, Intervention Point so we gave Steve a call, and we’re glad we did. We completed the Trust remotely doing 3 Zoom calls with Steve and the charge was less than half from previous quotes. I highly recommend Steve/Intervention Point for your Estate Planning and/or Trust.