Steve was patient and thorough going… Steve was patient and thorough going through paperwork. Speedy response for final paperwork.

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.

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.