For 25+ years I have helped families protect their loved ones and assets, all while maintaining an A+ rating with the BBB. Here is what they’ve shared with me.
“Scott and his Team have seamlessly prepared two of my trusts with very little effort on my part. I only had to complete a brief questionnaire via email and the rest was done for me! I was very impressed with the fast response time via emails, brief phone call and pleasantly surprised when all of my paperwork was done with 100% accuracy the FIRST time:) I feel secure knowing that should something happen to me, all of my wishes are known and legally binding. Thank you Scott and Team.”
“Scott proved to be incredibly knowledgeable when he met with Vicki and me to create a Revocable Living Trust, Last Will and Testament, Living Will and the ancillary documents essential to avoiding probate, while at the same time, created peace of mind that our inheritance would be as we desired.”Scott’s gentle demeanor, patience and thoroughness through the entire process and thereafter with follow up on items needing to be accomplished, made what could have been a stressful experience much more than tolerable.
“Scott Schoeller is remarkable in his field. He walked me through the complexities of setting up my own company more than 10 years ago along with long term family planning with my trust. In 2014, we updated my trust and I am glad that I did. Things change over time and I learned how important it is to keep a trust current. Scott is thorough, compassionate and dedicated to helping people work through the many layers of planning for their futures. I trust his expertise and have gladly introduced him to my own family members, friends and clients so that they may also benefit from the services he provides.”
“When it came time for my wife and I to move from your traditional will to a family trust we consulted our son in law who is a financial advisor. He referred us to Scott. Scott came to our home, went through all the information and questions we had and came up with our family trust. His service, professionalism, and his patience were so much appreciated. Not to mention the cost, which was quite a bit less than we had anticipated. I would recommend Scott to anyone who is considering a family trust and am confident that he can meet all your needs.”
“After going through a divorce I needed to rewrite my Living Trust. I approached Scott Schoeller from Family First Estate who assisted me throughout the entire process! Scott visited my home and helped me sort through everything that needed to be included in the new trust (bank accounts, life insurance policies, and physical assets). He even prepared, and delivered a Quit Claim Deed to refinance my home. He provided quality, detailed documents and made the experience very easy through each step of the way.When it came time to sign the final papers, Scott came to my office so that my coworker and friend could sign as my witnesses! Needless to say I feel very comfortable knowing that everything is in order for my Living Trust. I would recommend Scott Schoeller to everyone! He is honest, trustworthy, and very professional.”
“Delighted once again with services rendered by Family First and Mr. Scott Schoeller! Referrals to friends and family over the years continue to yield the same resounding sentiment; Top-notch, professional and proficient estate plan services delivered at a reasonable cost. Highly recommend! Thank you again Scott!”