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    Wolfgang Capital

    5.0 (1 review)
    Closed 8:00 am - 5:00 pm

    By appointment only

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    Services - Wolfgang Capital

    Estate planning

    Tax planning

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    5 years ago

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    The Law Firm Of Steven F Bliss

    The Law Firm Of Steven F Bliss

    (106 reviews)

    My wife and I are in our mid '60's and decided it was high time for us to update our wills and make…read morepreparations for our grown children and their families for the inevitable and get the living trust paperwork done. Steven Bliss was named as one of the top attorneys for this service in his field and our initial contact was professional and positive. The woman who answered the phone was very friendly and clearly explained the fee structure and how the process works. Three meetings, first two on the phone, third in person to sign the docs. First consult is free, half the fee expected at the second consultation and final payment at the third and final meeting/signing. We set the date for our first consultation and we were instructed to watch a video that answered a lot of our questions before that first meeting. It was Steven giving a seminar, explaining the nuts and bolts of what it is, what is needed, why it's needed, etc. Long, but fast paced and very informative. Mr. Bliss is very perfunctory and doesn't waste time. He's a no-nonsense professional, who explains the process well and helped guide us in the decisions we needed to make in order to make the process of distributing our assets to our heirs as easily and pain free as possible, structured in such a way that even if we add property in the future, it will be covered by our revocable living trust and won't require further legal expenses. We also appreciated that we are invited to call his office at any time with questions should we have any in the future, without worrying about being billed for it. Our service included: Home title changes, revocable living trust, powers of attorney, medical final directives, and last will and testaments for both of us. While the pricing for Steven F. Bliss was not the least expensive we found, the thorough service he provided was well worth the cost, which we still found a very reasonable value for the services provided. There were no surprises, no hidden costs, just professional, thorough, friendly service. I hasten to add that we did in fact, consult with another attorney early in the processes, who is also highly rated and cost less, but for reasons I decline to elaborate on, my wife and I received major red flags resulting from our discussions with the other attorney which cemented our decision of having Steven F. Bliss handle this important paperwork for us. Sometimes, you really DO get what you pay for. After our final consultation yesterday, Steven e-mailed us further instructions today, explaining what additional steps we need to take in order to maximize the protections of our trust. We are very satisfied and highly recommend Steven F. Bliss and his friendly, highly competent office staff.

    Steve Is awesome. He created our trust answered all of our questions and concerns. The price…read morewas fair and more reasonable the other lawyers. Afterwards he was able to assist us with other questions we had about my parents trust even though he wasn't the lawyer that set it up.

    Shoup Legal

    Shoup Legal

    (51 reviews)

    I was interested in learning more about LIVING TRUST and saw Shoup Legal was providing a FREE…read moreInformative Class on that very subject. I attended the class and learned everything I wanted to know about Living Trust. After class, SHOUP Legal gave everyone the opportunity to sign up and gave a $200 waiver to begin the process! Shoup Legal guided my wife and I through the entire process and answered any and all questions we had. I cannot say enough about SHOUP Legal and their entire team! There are other Living Trust offers out there, but you get what you pay for. I feel confident that after my passing my family will be well taken care financially and my possessions will not be tied up in the courts and causing my family to pay unexpected cash such as inheritance taxes. Do not put off a living trust, be prepared for the I expected. Thank you SHOUP LEGAL!

    I attended a free estate planning seminar on June 29th at the Menifee Library and paid money to…read moremake an appointment with the firm. Time of appointments were not kept. Questions were not followed up on. A Zoom meeting was set but the lawyer was not present only a notary and there was no zoom call during this time. This firm is a very unorganized firm. And then no zoom meeting was held. July 2, I received an "Engagement Letter" from the firm recording the services I was to receive. Another meeting was set for a zoom meeting with a notary present. When I arrived, the lawyer was in another meeting. The office did not notify us of the change in the lawyers calendar to reschedule.

    Ironclad Living Trust

    Ironclad Living Trust

    (5 reviews)

    Not sure what happened. Part 1: I called in early November because I need a Living Trust asap . I…read morehave a medical condition and don't want my kids left in limbo and my property misdirected. I went back and forth ( or tried) several times because I could only get answers briefed, by text or not answered at all. Right away the woman said everything had to move quickly and a deposit would be needed if I decided to move forth because they take a long holiday break . I said ok. Part 2- Owner then sent an email w/an attachment explaining difference between revocable and non-revocable trusts. Then the woman said they couldn't take anyone till after the holidays. They gave me such a small amount of time (one to two days to retrieve message and reply) . Part 3: They then reached out and said they had a cancellation and they could take another client so I called them right away. They then said the attorney owner would call me the next day . Somewhere in the midst of all of this, I let them know that this would be simple, as I did not own any real property but I had tangible property that had substantial value. I was ready! I never got a call back from the attorney. It was kind of strange- the customer service part. I saw the reviews were stellar which is why I wanted to go with this business but I found it was not a great impression for me.

    Attorney Paul Hanks provides an excellent service and a thorough estate plan. I contacted him by…read moreemail, and within a couple of days, my trust was drafted and ready for review. I only had a few corrections. Otherwise, it was a well-drafted plan. I have read and researched estate plans and even talked to a few other places, and I have done one myself previously, but with my busy schedule, I want to make sure it is done correctly and recorded accurately. Atty Paul Hanks diligently worked on my estate plan in such a short time, but he was very detailed, knowledgeable, and reliable. I have nothing to say but good words about the service he provides. I like that you communicate with him directly, with no middle person. He is straightforward and genuine and answers my emails or texts promptly. FIVE STAR SERVICE all across. Thanks, IRON CLAD LIVING TRUST!

    Wolfgang Capital - financialadvising - Updated August 2026

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