We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Estate Planning and Management

CLA Estate Services, Inc.

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Estate Planning and Management.

Reviews

This profile includes reviews for CLA Estate Services, Inc.'s headquarters and its corporate-owned locations. To view all corporate locations, see

Find a Location

CLA Estate Services, Inc. has 14 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    Customer Review Ratings

    4

    Average of 2 Customer Reviews

    Want to share your experience?

    Leave a Review

    Review Details

    • Karen M

      Date: 03/30/2024

      I revised a revocable living trust years ago with CLA. They have switched to Eagle Estate Services.It was very difficult working with the lawyer to get what I wanted at CLA originally .Documentation change were handled well. Since then I am pleased with the men who have given me an annual review to keep my information up to date. They are required to meet with me annually for the rest of my life and help make sure distribution happens correctly after my death. Changing to Eagle *************** didnt change the original commitment made by CLA.. ************************* has been particularly helpful.

    • Kenneth D

      Date: 07/04/2023

      We did not have this kind of experience with CLA. We did not get into the annuity side of them, but we did use the trust establishing side which they have done exactly what they said they would do for us with the annual checkups, visits to our home & going over our trust terms & answer any questions or advice we might need The ***************** were always courteous & helpful when we had a question. Really couldn't ask for any better relations than what we have experienced with them! I would give them at least a 4+ rating!We have been involved with them since 2012!KD

    CLA Estate Services, Inc. is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

    Why choose a BBB Accredited Business?

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.