Prime Estate Planning

From start to finish, our experience with Scott and his team was exceptional. At our first meeting, we were asked thoughtful questions and presented with several options for a plan. We appreciated Scott's professional and friendly manner of presentation and were given time to process our choice. Communication was excellent at every stage and the remote signing process was straightforward and quick. Estate planning had been on our to do list for a while and it was well worth getting it done - a great investment and some peace of mind for the future! We highly recommend Scott at Prime Estate Planning.

Working with Scott Sweitzer and Saffie Koroma on setting up a revocable living trust was a breeze. Having procrastinated on estate planning for years, my wife and I were starting from scratch earlier this year and asked for recommendations among colleagues, neighbors, and friends. Scott's team turned out to have excellent reviews for quality work at a reasonable rate. All the good things we heard about them turned out to be accurate. Scott was quite patient when he guided us through all the steps with clear information and advice. Overall, his team made this as smooth an experience as estate planning could be. We really appreciate his team's expertise and professionalism. Highly recommend!!!

I and my domestic partner had the pleasure of working with Scott and Saffie to update our living wills. Our experience was very gratifying, from being educated on scenarios and approaches to receiving a leather-bound folder with all materials in print and digital format and having pleasant interactions both in person at their office and virtually. Scott is an educator at heart who brings his clients along on a journey that helps them see their situation and best course of action through real-life examples. Highly recommend his practice.

My wife and I did our estate planning with Prime Estate Planning. It was an incredibly streamlined process. We got all of our estate planning completed within budget and with ease. I seriously cannot recommend this team enough. Over the past 2 years, I have sent dozens of my clients to Scott & his team, and he has taken such great care of their estate planning needs. 10/10 easy referral, great attention to detail, and cannot recommend them enough!

My wife and I had an awesome experience with Prime Estate Planning. The whole trust process was explained to us in detail from beginning to end, and there were no surprises encountered during the process. The price was reasonable for the work done and Prime Estate Planning gave a choice of packages based on what we wanted. Scott and Saffie are very friendly and easy to work with. They were very proactive and stuck to the schedule to get the trust put in place quickly. I would definitely recommend Prime Estate Planning!