Great people to deal with! Great people to deal with!! Very knowledge and they make it easy to understand exactly what needs to be done to protect our assets and final wishes.

Steve is wonderful to work with and is… Steve is wonderful to work with and is incredibly responsive. He’s always available to help and quickly responds anytime you reach out with questions. He makes the Trust process as smooth and seamless as possible.

My experience..... My experience with the company has been above reproach. They are friendly, Knowledgeable, thorough and full disclosure. It is worth the cost. Mark C.

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.

Steve Morris was a professional wizard during… Steve was a professional wizard during difficult times. I truly value his services, dedication & attentive touches. Our original teleconference was @ the onset of the pandemic. Steve Morris could not have been more astute. I updated the original codicils late last year. (2021.) All details of trusts & wills were re-examined & addressed. Thank you, Steve Morris, Intervention Point.