Safe Harbor Estate Law PLLC

Great service! My wife and I did a Living Trust and the Safe Harbor team did a great job explaining the process from start to finish. Highly recommend.

The Safe Harbor "Smooth Sailing Estate Plan System" was exactly that! The staff at Safe Harbor were most friendly, courteous and knowledgeable. Questions/concerns we expressed were answered quickly and clearly. We would recommend them to anyone seeking estate planning assistance.

Margaret and her team at Safe Harbor were so very helpful in putting my financial affairs in order. It's such a good feeling to know that I've done everything to prepare my family financially for when I'm no longer here on this earth. She asked good questions, giving the pros and cons of various decisions I might make. I know that they are still there for me even though we have a well written and documented plan. I would recommend them again!

Safe Harbor Estate Law first worked with me in 2017 to complete my Living Will and Estate Plan. They were very thorough and everything went smoothly. What really impressed me about them was how they worked to iron out the issues when I was refinancing with Wells Fargo. Safe Harbor’s lawyers interceded on my behalf to clarify the issues with the title. They took a frustrating situation that Wells Fargo didn’t know how to sort out and solved the problems so that the refinancing went ahead without a hitch. This year they worked with me to update my Will and Estate Plan and again I appreciated how easily and professionally they guided me through the update.

I have only good things to say about Safe Harbor! Each person I interacted with was kind, caring, knowledgeable and
professional. They always had my best interest at the center of every action. I want to give special recognition to Suzanne who always went above and beyond for me. Thank you all!