I am that person, that didn’t want to be bothered with setting up a trust. I didn’t have enough knowledge about it and didn’t want to pay the costs for one and basically didn’t trust anyone. My financial advisor and sister, convinced me to finally set up my trust. They put me in touch with Steve Morris and he was the answer to my prayers. Steve was professional, knowledgeable, patient and always available to answer all my questions and concerns. I feel confident, that I made the right choices and now possess a trust that meets all my needs and will meet all my beneficiary needs in the future. This company has all the bases covered. Couldn’t have found a better company to meet my needs and for a reasonable cost. Thank you Steve!!!
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For 25 million middle and upper-middle-class families, Intervention Point is the only estate document solution that is simple and specific enough to support their needs with personal, live support through every step of our patent-pending process.