ComplaintsforThe Estate Planning Group

• Initial Complaint

  09/09/2022

  Complaint Type:

  Product Issues

  Status:

  Resolved

  More info

  June 21, 2020 My mother passed away. She had hired the *** to handle her affairs and create a trust. The trust named me, the eldest of 3 children, as the ******************** did not forward me a copy of the trust for reasons never shared with me to this date.August 1, 2020 I sent their office a letter stating my sister could list and sell the property she had left us, as she is local and I live out of state. I received no reply from ***, and still no copy of the trust.Earlier this year, It became obvious my sister was unable to fulfill the task of selling the property, and I reached out to the *** to obtain a copy of the trust and execute my duties as Trustee in order to list and sell the property myself.June 29, 2022 (two years with no contact whatsoever from their office) I sent an email with my intentions. It took a while and multiple calls and emails to receive a response. I was informed the file was in storage off-site and they would need to retrieve it and contact me thereafter.***** worth of calls and emails were placed with *** following. I'm sorry to say that as of this writing I still have not received a copy of the trust. I am greatly saddened and extremely disappointed in my deceased mothers choice to go with this firm. August 23, 2022 I received an email from **** which states "Under the conflict of interest rules for attorneys, I wont be able to represent you since I gave advice to [my sister] in the past. I wish I could, but it is forbidden. I can definitely get you a copy of the trust for your review."It's odd that he is forbidden to speak with the named Trustee. I would never recommend using the *** to anyone based upon my experience. The handling of my mothers affairs is not acceptable and there seems to be a track record of using the "conflict of interest" excuse based on other reviews I've seen.Because the trust is not in my inbox or mailbox as of this writing on Sept 2, 2022, I've decided to ask for the BBB's help. Thank You!

  Business response

  09/19/2022

  The requested documents were emailed to **************** on September 6, 2022 at 2:51 p.m. from the email address of ********************** **************** may want to check his spam folder. 

   

   

  Customer response

  09/19/2022

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
  ***************************

*Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩