United Estate Planning

6 reviews

500 N State College Blvd Ste 1100

Orange, CA 92868

http://www.unitedestateplanning.com

United Estate Planning is a professional firm based in Orange, CA that specializes in providing comprehensive estate planning services to individuals and families.

With a focus on creating personalized solutions tailored to each client's unique needs, United Estate Planning aims to help clients protect their assets and ensure their wishes are carried out efficiently and effectively.

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Reviews

3.56 reviews

Richard C.

3/1/2023

I have been doing business with United Estate Planning since I established my first Trust with them in November of 2004! Since then, I can't count the number times I have needed to contact their...

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Daniel D.

1/31/2023

We went through United Estate Planning to hope they can help us update our Trust that was done by another Trust company. I called the office and Christa was very kind and sweet to answer all my...

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Leo C.

10/19/2020

We are happy with the service we recently had with United Estate Planning with Tracy. We had to make revisions to our trust and she was able to conduct business via a conference call, during...

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Bill S.

8/26/2021

Attempting to reach a representative with this firm serveral times but never received a returned call. In addition to overcoming the "snippiness" and rudeness of the receptionist I had to leave...

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Annie W.

9/8/2016

Although my initial encounter was pleasant, I won a free trust raffle with this company. Life happened and I had a baby...so I was busy with parenthood and forgot about the award. Fast forward and...

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