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2300 E Katella Ave # 450
Anaheim, California 92806
My wife and I had been wanting to attend an estate planning seminar for a while. When we attended the seminar I was shocked as to the way the presenter made it sounds so simple and it was. Once we decided the name of our trust and who would be our beneficiaries. It was very simple. All other appointments were made at our convenience and we were well on our way to completing this major task, that reduced the 600lbs gorilla into a sleeping baby. Thanks again for all the wonderful help and support your company
Extremely Disappointed with Beneficial Legal via National Association of Family Services I signed up with the National Association of Family Services, who utilizes Beneficial Legal for trust preparation, and I am utterly disappointed with their service. I enrolled in March, and as of today, I still do not have my trust completed. Their follow-up is unacceptable. After finally receiving a notary appointment that I couldn't attend, I was advised via email to call the scheduler. I called the scheduler three
The process was convenient, efficient & affordable. The trust docs include a set of instructions on how to fund the trust. The Customer Service line is excellent. The representatives provide great follow through on issues the require a bit more tesearch. My experience with National Association of Family Services was excellent.
Quite impressed with company. Rough edges smooth out. Ashley the Notary ended coming to our home was great. We are in the final process with our home review with Max. Max you can tell he loves what he does. Overall glad we didn't toss the notice in the mail. Thank you.
This has been a wonderful experience and I would highly recommend anyone who needs a trust to use this group. From the first informative session, which was excellent and educational up through an amendment that I needed to add, everything was made easy, friendly, and professional. Christian, Skyler and Elaine Are some of the many people that have helped me throughout this process. They let me really feel that I was in control of the trust and even sent someone at the end to go over the entire booklet and ex
We searched the inter, Net, We have used online organization for trust with limited assistance by personnel who have no legal standing. We were not satisfied with the results. We were told about the benefits in a seminar and immediately signed up in order to have adequate coverage With competent staff members and it included a long range service for any additional legal questions. My wife and I are completely satisfied with the services provided and we are continuing to maintain constant contact with NATIO
BEST MONEY SPENT This was the easiest process I've ever experience. The process was simple effective and everyone Shows that they cared about want you are doing for your family. Sara M. Have taken my calls each time to walk me through each step. Job well done.
Not having a clear understand of how our state and federal government can extract from personal assets and wealth at the time of ones death, National Association of Family Services (NAFS) is there to help in estate administration no matter how small or how large. NAFS ensures proper legal documents are filed so that family and designated beneficiaries are protected from the arduous probate process. From the initial meeting in which it was explained in detail how NAFS guides one in understanding the import
Above and beyond the Service that you have provided to us. When we have questions, we get the answer right away and in case they are busy...they call us back and never leave us hanging. In fact I already have recommended your service to a couple of friends, unfortunately one of them lives in Texas and you don't have offices over there... Thank You again for your Service and my Wife and I are happy to have this long term relationship with you. The Calles Family
I was extremely happy with the services provided when I attended a seminar and subsequently completed my living trust. Not only did they complete my documents they also provided legal and financial help. The financial help they provided completely changed my life. They provided advice that changed my income greatly. Their financial and legal reps are experts in their fields. When I wanted to update my trust and had issues making contact they made sure that I was in contact with the right people. Great servi
The seminar my wife and I attended was very good. The attorney that was assigned to us continually mis-spelled family members names several times in the preliminary paperwork. There was good communication and the notary process was quick and easy. The final Trust arrived in a nice neat binder with tabs indicating the different sections.
Was excited to get this trust done for my mom. First off we had to wait forever for them to contact us for our initial appointment. Secondly, I had to make some adjustments and they said they would contact me for another appointment. That never happened. I had to contact them. When we completed the appointment we then had to sign paperwork which is done digitally. Technical issues on their side so it didn't get done. The person told us we would have to have it done in person. I could go on and on but I get
I am located in Seal Beach, O.C. CA. Quality of their services are amazingly low. It took 3 times to correct their own typo, nearly one week at a time. Same error but at different place. Email never returned. Nor did the phone calls to coordinator by the name of Christian. When finally the draft, after multiple reviews, was ready to be motorized, the legal documents did not go by the draft. Primary trustee was left out.
Everything was put together in a neat tabbed binder and they constantly kept in touch with emails and texts to let you know what was coming. Very organized system with so much information to compartmentalize. They supply a contact number which they actually answer with a courteous human that you can talk to to answer questions instead of endless prompts. Thank you!
With A Living Revocable Trust, which is needed to protect your home and other assets for your family to avoid probate, NAFS made the process quick and convenient. Great value and good customer service too..! Would highly recommend!!
This is the company you need for your living trust needs. My husband passed suddenly and I myself am now under going Radiation treatment and Chemotherapy for brain tumors. I made one phone call to Ashley at the office and she sent the information to the company lawyers who can facilitate my needs, (plus she put an expedite). Thank you for such awesome service
Shylee was assisting me in setting up my appointments to get my trust notarized. She was extremely courteous, professional, impatient with me in trying to set up dates for my appointments. Kudos to her, she has excellent customer service!
This is a company of about two employees it is not national only works in California. Does not have communication between employees. Cannot get information you provide correctly on paper causing delays. They must spend a lot of time gathering positive reviews because they have not been easy. Lacking in billing for add on, effective typing, and even their name is a falsehood.
I give more than 5stars to NAFS company. Dan was a great speaker who explained in an easy to understand and accurate way in the Trust seminar. Especially Ashleigh and Alicia are very kind and great counselors and coordinators who quickly and promptly handle my problems and procedures requested by me. I'm very happy and if I have another chance, I plan to do business with NAFS again and I will strongly recommend them to those who need Trust as a great company with unbeatable price.I deeply appreciate to Ashl
They walked me through the whole process, they answered all of my questions. They made themselves available to me whenever I called. They are very professional. I would recommend this company to my family and friends.
Although I'm not completely finished with the process, I have been very happy with how it's going. You all are very professional and patient. I already have a friend signed up to go to a dinner information appointment. She is so happy. So thank you so much!
If I could give a negative star, I would have. This company is a complete fraud. First of all, they are not a law firm and none of the work that's done is being done by them. These guys are just a call center that receives your request and forwards it on. So if you have any issues and you call them, you will NEVER get a straight answer because they don't know. They can only put the request forward for you to the actual legal firm to process. So really there is NO customer service to speak of. And then ther
I am extremely unhappy with this company. I was told I would be contacted but I had to call the to schedule the lawyer and notary. The lawyer was not easy to understand and did not ask pertinent questions. I had to have the documents redone. The notary didn't show for the appointment and instead of rescheduling they cancelled me. It took me a week of constantly calling to finally get rescheduled and then I still had to call them 10 minutes before the appointment because the didn't send the email. Trying
Seminar given by Sarah was extremely informative and response received back from National Associstion of Family Services was prompt, courteous and extremely satisfactory. A totallywonderful experience all around. Sandy Coleman
The service that I have by phone has being very good, they have always resolve my problems, nevertheless I will suggest the team to give more time to review the documents before you schedule de notarization appointments, since they give you a very short time to review the documents Alnd that's when as for me, did not catch the misspelling of the name of one trustee and I would need to have this error resolved and have another notary appointment to correct this error. If I would have more than 2 hours to r
The price was right, but the Law Firms communication service was not. Don't like the fact that I had to go back and forth so many times via email to deliver my information and/or corrections. Inclusive, I found an error with a Spanish word and lack of organization within the Summary. The errors were corrected, yet this was a tedious process and very time consuming. Therefore, I'm raising my evaluation from a three star to a four star due to Monica's and a Kristina interventions and effort in improving an
This is a wonderful company. My wife and I had a great experience. They made it easy for us to understand everything and gave incredible suppor.t I would definitely recommend the National Association of Family Services to anyone that wants to get there family will and living trust taking care of once and for all.
NAFS is a great organization to build a living trust. The staff are very friendly and considerate. They have reps to personally visit and explain in details the content of the living trust. By the way I attended a seminar a year ago and never had any problem whenever I call for any assistance. No regrets in joining.
I made a trust through National Association of Family Services. They were just fantastic through the whole procedure. They were very knowledgeable and answered all my questions. Through my experience with them, I not only learned about the pros and the cons of a Trust and a Will. I learned about probate, annuities and much more. If you have property or assets you would like to leave to your family you need to make a trust with this company. They were great to work with. I highly recommended them.
It was a very smooth process. At first meeting, i was little skeptical but I trusted the company and all went so well. i received my living trust paperwork with DEED on timely manner. I strongly recommend National Association.
I'm so happy I came across this company on FB. I needed to redo our living trust. They are very affordable and very professional. They are there every step of the way to answer any questions. I would highly recommend them.
I chose this service after attending one of their free seminars. All went well and we got the docs in the mail and someone came home for final review. During this review, it was discovered that one of our properties was not included. He said he was going to get it added on, but that has not happened yet. I called NAFS also but no response yet. Other than that, everything looked to be in order.
After previously experiencing terrible customer service, I spoke with Monica today and she was GREAT!! She was extremely helpful and exhibited excellent customer skills. I'm so grateful to her because I'm finally getting help after nearly a monthly of calling. Thank you Monica! You are awesome!
I had a good experience with National Association of Family Services. The process for the Living Trust was explained to me in simple language and they listened to my concerns and answered my questions. I am happy with the final results.
I was not very pleased with the service and process. I purchased it after having an inperson informational workshop where we got a great diacounted price to obtain the service. But that was the last face to face encounter. After that it all was very boxes basic fit for all service. Its all over phone or email process. My mother did her living trust with a lawyer and it was all inperson and very much personlized, mine was far from that. I feel this should be said at the workshop.
I was having problems with my account. I called there 1800 number and spoke to Monica to explain my concerns. She was very professional and took the initiative to assure me that my concerns would be escalated to her Director. 2 weeks later I received a call to let me know that my concerns were taken care of. I wish there were more people like Monica who enjoy helping people. She is a great asset to her company. Thank you Monica.
I attended the free information session and was impressed. I did have some complementary information and suggestions where the communication could improve. I have yet to receive any responses over the past 15 days or so. Also, I expected to receive a call or email letting me know my trust was at the point where I could schedule a notary. I finally called to ask for an update during which I learned that my trust documents were ready for the next step in the process. I wonder why I never received any comm
I was very pleased working with my attorney on my initial consultation. She was very professional, but also very personable. My situation and questions were understood and a satisfactory solution was quickly explained. It was a good decision to say yes to their service. I highly recommend NAFS for your situation whatever it may be.
This company seems eager to help at first, but the instant you have questions or would like to cancel they ignore you and do not respond to your emails. I don't take lightly to someone talking advantage of my elderly mother, and this company did just that.
The National Association of family services is always willing to help when ever I have a question. Very easy to get a hold of and I just got done speaking with a lady by the name of Monica I didn't get her last name but she is going to get a hold of someone for me to an answer that I have. I highly recommend them.
Beneficial Legal is so helpful I'm getting your living trust and other services taken care of for you. Attached John Kowoski is the best so much knowledge and will assist with your needs. Thank you Monica for your great customer service. ?? really helpful. Shirley D
Such an easy way to set up a trust for my family. Thank you for wonderful customer service. Always treated with a smile in their voice.
I was told there is a 10 day cancellation period, They will not honor that promise. BBB has numerous complaints aginst this company. Wish I would have done my research this comany is a FRAUD! I was given inaccurate information regarding my title transfer from the Santa Clara Assessments Office. If I had not contacted the County office. My house would have been reassessed and wiped out Prop13. an increase from 2400.00 per year to 13,000.00 per year, in property taxes, This company just wants your money RUN,
I have been dealing with my Certification of Trust for 3 weeks and after calling Ashley it was confirmed and my C.O.T. Will be notorized and delivered to me within 1 week Thanks to her competence and professionalism Iam happy and ready to receive my alloted HELOC loan .Thank you
Great service. Skyler was very helpful! Such an easy way to have a Living Trust done! I wish I could have found them earlier!
Everyone who works for the company is great fast. Response time and answer to questions. Great customer service.
Smiley answered all my questions as requested. I was totally happy with Shiley's answers and the knowledge for what I was looking for She really did a GREAT job. Craig
Before I signed up I did my research and happened to read a lot of bad reviews. I considered my circumstances, considered the reviews, and considered the type of business this is and the service it offers. I signed up and the process has been flawless. I couldn't be happier with the professionalism, the attention to details, and the sense of appreciation I have been graced. The contacts I have engaged with have all been kind. I couldn't be happier to have come across and chosen NAFS to handle these very imp
Shout out to Shaylee! She was so helpful when I was having a problem with adding to my summary report. Her mannerism was always professional , and she was willing to make phone calls when needed.
Very affective pand professional did a Great job on putting together a Revovable Living Trust I would recommend anyone to use their services if you ever plan to create a living trust best thing I have ever did for myself.
The process of obtaining Living Trust through National Association of FS is very convenient and staff are professional in handling the process, most especially to Ashley who's courteous in answering concerns and questions. Thank you. Rita
We went with the National Association of Family Services to construct our Living Trust. What we were most grateful for was the initial educational session we attended and the reduced cost that came along with the session. We were able to build on this knowledge and better understand the various parts and how they fit together. Our trust is in place and along the way, a representative came to our home, maybe in year two, to review and update the trust as needed. We are less concerned about tomorrow becau
We are so relieved to have our trust done and for a fraction of the price. We highly recommend going to the seminar and see for yourself. The follow-up has been great because it's been a whirlwind at home and we've definitely been sidetracked. Do yourself a favor and get your trust done.
My experience has been great so far. My online notary signing was a breeze and my notary was wonderful to work with. Next step is to sit with my representative and go over my trust next week. Thank you for helping me through this process.
I'm very pleased with my membership. I get timely, knowledgeable responses and feedback. Everyone is nice and caring, Best money I've spent.
Shylee was SUPER! She was actually the first real live person who was so helpful and I did not feel rushed. She was very knowledgeable and that was a BIG plus! Thank you to Shylee!!!
I would like to take this opportunity to express my appreciation to one of your team members Who helped me resolve my concerns. Ashley, thank you for taking the time answering all my questions, and for showing genuine interest in helping me figure out a solution to my problem.Awesome communication skills, you took all the necessary steps to quickly resolve my issues, thank you so much!
NAFS has excellent customer service. In the times I had to phone them, there was no wait before I spoke to a live person. My problems were solved quickly and courteously. Hard to find that in this day of automated phone systems.
It was amazing working with Cassie. Not only is she thorough but her Customer Service is exceptional. She would respond to my voicemail the same day and she took care of the needed items. Thanks again Cassie as it was great working with you
National Association of Family Services has been absolutely terrific. Their pricing for the generation of a living trust, will, and ancillary documents is so reasonable, and the entire process has been seamless. As an attorney, I am aware of estate planning attorneys who charge upwards of $3,500.00 for the same services. I am grateful for this opportunity with National Association of Family Services.
I gave them 2 stars because they talked a good game but sounded fishy... The woman wanted us to scan their icon. No one had the time or thought to check them out before they gave them FULL ACCESS to their phone. People need to understand that this is NOT an education class. It is a sit down infomercial to get you to sign up for their services. We were supposed to send $599 to them with a promise we could get it back for the asking. I was done.. This is the LAST financial seminar I will go to.
Absolute garbage customer service is extremely rude. Your lawyers are liars. Your notary service doesn't come through very very disappointed and you guys are borderline scam.
This was such a smooth and easy process. Everyone was very friendly and professional. Would definitely recommend to family and friends. Thank you!
I joined the plan a couple months ago and have found their phone service exceptional. They replied quickly and resolve any issues. I am working on a trust and will find out soon if that goes perfect too.
Unbelievable, service polite and professional unbelievable price $599 to start $100 for each additional property $200 flat fee for recording plus county fees of course basically comes out to under $1000 for what I had done and anywhere else would have cost at least $5000 And even after a year of completing the service, I just called them and they're still answering all my questions.
Very happy with their services. Everybody explained everything to me and were very nice to deal with. Would highly recommend
The best for communication & giving us the best with their genuine concern to address every need. Each person goes above & beyond to help in matters that I may not even be aware of.
Amina and Shylee were very helpful in answering my questions. I am so thankful for outstanding customer service.
Their billing identification name on my credit card bill looked like another company and the web site link went to a School that had nothing to do with National Association of Family Services. I had to tell my bank I thought the charges were fraudulent. The bank had me start a new credit card and I had to contact all my regular monthly creditors about a new card.
Was a little skeptical at first, because of the price. My wife and went to the presentation and it was very informative, , so well informative we signed up to get started on our Living Trust. We are going thru the process now and will update our review when we are finished.
NAFS is an excellent organization and a very important part of securing the future for your family of the unforeseen future. NAFS is always quick to respond, helpful and friendly.
Five star service. Very professional and prompt getting your trust complete for you. A company you can recommend to friends and family.
Friendly helpful and called back within a reasonable time. The only thing I would change is it would be nice to have caller ID come up so I know who's calling.
Shaylee returned my phone call. She was very informative. She answered all my questions. Very upbeat and pleasant. Thank you.
Very happy with all the wonderful service I have received from National Assoc of Family Services. Everyone is very competent, professional and friendly.
Ashley was very helpful with the questions that I had & this makes me trust the company even more moving forward
I signed up for a living trust?the NAFS were good contacting you in the strat of the process but once they turnover you to the lawyers that they said have in business with you will treated as a nobody. My living trust started April and up to this point I have not received my paperwork. They claim that it is not their responsibility of the living trust documents but for the lawyers. Then if they are not responsible for it why make them as a business partners. Nobody will return your call and the Supervisor w
I have been a notary for this company for over 8 years and have my own trust with them! They do an EXCELLENT job and the price cannot be beat! Call them and get this especially if you own a house or your loved ones will be stuck in probate and lose part of their inheritance to legal fees and court costs for the probate! It will be money well spent to get a trust with this company!
Monica was knowledgeable and experienced she also explained everything to me that I could understand. I'm glad my wife and I are part of family planning. Warddell Webb
I am already experiencing horrible customer service and I only scheduled the Consultation, and I have yet to go through the process. The initial Presentation was great and the speaker was very knowledgeable and painted everything beautifully and I was skeptical because of how cheap it was. I was scared to commit because it sounded to good to be true. Well, I ended up caving in, and just to get the initial consultation appointment, it has taken me a whole week because when you call NOBODY answers and you A
Informative! Great process. Followed up on everything. Well worth the money. So glad I seen their ad on Facebook.
Each time my Summary crossed Shylee's desk any problems that I referred to her were fixed. She's a treasure at NAFS.
NAFS is a great organization to build a Living Trust for our loved ones, the folks are very friendly, corteous. They explain everything from A to Z. They have reps that would personally visit you and go through in details the contents of the Living Trust. I highly recommend NAFS to anyone who are contemplating getting a Living Trust.
We are very pleased with our Living Trust. The entire process was very professional and efficient. Best of all we now have peace of mind regarding our estate planning.
My telephone experiences with NAFS are always pleasant. The telephone representatives always try to be helpful. Monica, whom I spoke with today, is no exception. She was very responsive and helpful, as well. She forwarded my question to two different FASF entities to ensure that I receive an update on my trust status. My only complaint is that the telephone sound quality was very poor today. I had to ask Monica to repeat the information several times, whereas with all previous FASF phone calls, I have
They are awesome. Everything is as expected, but the one thing was they didn't tell me if I opted for a mobile notary I would have to submit the change for my deed myself. Had I known I would have went in person
Today, I was notified the the Trust is complete. My name on it however is incorrect. When is a trust not a Trust? When it hasn't got your name right! Not really a correct completed Trust then. Oh well.. Fix it. ??????. Update and my response. I got a message from Staffer Cassie saying next week they (Lawyers) will ?get on the County Recorders to process the Trust?. -Hmmm..during my two visits to the Recorders Office they, several they folks there said there was no back log, it simply was not there. Also Ca
Great customer service! The staff at the National Association of Family Services were accommodating, friendly, and always willing to assist with our inquiries. Highly recommended!
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Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
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Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
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During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
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