Mark Chester
GBMy experience..... My experience with the company has been above reproach. They are friendly, Knowledgeable, thorough and full disclosure. It is worth the cost. Mark C.
Roger Jones
GBSteve did an excellent job of fitting… Steve did an excellent job of fitting meetings around our schedule and took the time to explain everything in detail. Even though he was not local his communication, professionalism, and promptness made the process very easy.
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GBgreat experience Steve was very helpful in helping us navigate a difficult time. His professionalism and knowledge were a godsend, and his patience was very appreciated. He went above and beyond to help.
Darcy Diamond
GBSteve Morris was a professional wizard during… Steve was a professional wizard during difficult times. I truly value his services, dedication & attentive touches. Our original teleconference was @ the onset of the pandemic. Steve Morris could not have been more astute. I updated the original codicils late last year. (2021.) All details of trusts & wills were re-examined & addressed. Thank you, Steve Morris, Intervention Point.
JoLyn Chappell
GB5 Star Service and Product Steve and the folks at Intervention Point are great to work with. Never would you think that setting up a legal trust and all supporting documents would be so easy, fast with a phone interview, and for such a fair price. I can't say enough good about Steve and his customer service! He answers all my questions often more than once (as many times as I need) so that I understand my documents and how to access them. I can update my assets annually for no charge also. I went through Intervention Point to get my trust and recommended my family to get Steve's help, which they did. We are all more than satisfied. Thanks for all your help!