502 inquiries | Estate Planning
(866) 498-7878
http://www.westernestateplanni...
Company Rating
AAA
Customer Reviews
based on 1 review.
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This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.
Recent Review
The service is poor and not what I call professional. The pricing seems fair, but I guess you get what you pay for.
I have been trying to help my mother-in-law add her daughter and son to her trust checking account as check signers for about 2 weeks now. Our bank has stated that in order for a person to be a check signer on a trust checking account that the person has to be a trustee (the F&A representative I talked to checked with the trust department while I was on the phone). The only time a successor trustee can sign checks is when the Trustee passes. Dina at WEPS stated very emphatically that the Bank doesn't know what they are talking. She has not answered my question whether a successor trustee can sign on the trust checking account with the Trustee still alive. Is there a problem adding two more trustees? Why can't we just do what the bank wants? Service leaves a lot to be desired. Return calls are not timely at all ( this is one thing that bothers me the most about any person or company. Its like I don't matter to the person I'm trying to communicate with. Richard
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BCA's Summary and Analysis:
We have received no complaints against this company.
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Company Info
This company's business is providing living trust and estate planning services.
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Licensing
We know of no licensing or registration requirement for companies engaged in this company's stated type of business.
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We routinely advise before purchasing any type of living trust annuities or estate planning products consult with your attorney CPA family members or other trusted business advisor. Living Trusts or Wills may not be appropriate for some individuals. These types of companies are are often referred to as "trust mills" who offer cheap trusts to drum up sales of annuities which may put senior investors in a financial bind.
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