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interventionpoint.com

Meet your one-stop solution to preserving your legacy and protecting your assets. 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

Money & Insurance Investments & Wealth Trust Fund

Latest Reviews

January Turner

Absolutely fantastic service

Absolutely fantastic service! Really glad we found Intervention Point as our personal situation has greatly improved. Peace of mind knowing our financial life is in order.THANK YOU!

Corey Patterson

great 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.

Melissa Patterson

Steve 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 n...

Jack Johnson

5 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 fo...

LB

Creating an Exceptional Revocable Living Trust Plan

Our Estate Planner, Steve Morris, at Intervention Point has provided the utmost support, patience, generosity with his time, and a dedication to his client's understanding of the legal document. At fi...

Margie A.

Three generations of our family have…

Three generations of our family have now used their services. Their ability to simply communicate the value of Trusts and to ensure that decisions are well thought through and understood is a great r...

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