Guardian Pre-Paid Legal Services ratings, reviews and complaints - Financial Planning and Management Services

Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

BCA's Summary and Analysis:

Most complainants allege the company contacted them regarding updating their existing living trusts. Consumers state they paid fees in advance to the company representative then either received no documentation of the changes or had difficulty contacting the company regarding these issues. Other complainants state that the company represents the membership may be cancelled within 30 days. However they expreience difficulty cancelling services and obtaining refunds. ~~The company responds to complaints regarding changes in the customer's existing trusts by contacting customers and providing the renewed documents stating services have been provided. In some cases the company denied refund requests beyond the three day cancellation claiming files are turned in to an attorney to complete.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against Guardian Pre-Paid Legal Services closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

Company Info

This company's business is providing financial planning and trust planning services to senior citizens.

Primary Contact:	Joyce Triggs
Business Started:	9/5/2002
Social:

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Licensing

We know of no licensing or registration requirement for companies engaged in this company's stated type of business.

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

Before making a decision to purchase an estate planning service check the qualifications experience and education of the company or individual you are dealing with first. In California customers have a three day cancellation right for home solicitation contracts if the amount is over $25. Insurance policies have longer cancellation rights. For senior citizens annuities are required to be provided a 30-day cancellation period wherein you may cancel without obligation. A written notice of cancellation should be provided along with instructions on how to implement cancellation procedures. Seek the advice of a trusted or legal professional.

Other Considerations

Mail sent to this company was returned by the post office as "moved; left no forward address," "forward order has expired," or "unable to locate." We cannot trace addresses of companies or principals. General information is available upon request which may assist you.

Industry Resources

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Additional Info

DBAs:

Premiere Estate Planning

Millenium Financial Services, Inc.

Senior Citizens Foundation

Senior Survival, LLC

Guardian Senior Foundation

Websites:
There are no additional web sites.

Contacts:

Karl Pfister (none)

Garrett Sumitt (President)

Pamela Dodson (Contact)

Addresses:

18565 Soledad Canyon, Santa Clarita, CA, 91351

Reputation Report

Guardian Pre-Paid Legal Services

Complaints and Resolutions

Other Information