Estate Planning and Management
CLA Estate Services, Inc.Headquarters
Reviews
2 Customer Reviews
Review from Karen M
4 stars03/30/2024
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.Review from Kenneth D
4 stars07/04/2023
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
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