We’re Here to Help

We went to a seminar,presented by Bret Glenn and Darla of Compass Legal Planning, about estate planning. We had been working with relatives Estates, which has not been a good experience. Their paperwork and accounts not found, among other issues. We don't want the people who come after us to have the same issues. Compass Legal Planning had the plan and knowledge to get everything put into a single document, expressly stating what goes to who and when. They are willing to work with you on scheduling. We believe they provide a valuable service with a caring attitude. We are quite happy with the result, and recommend their services to all who want to make the lives of their families easier and to make sure your wishes are followed.

If you are looking for a trust, you’ve found the place. Brett Glenn has the heart of a teacher. Darla’s knowledge and patience in answering any question as you walk through the process is amazing. From the attorney to the support staff, you won’t find a more professional experience with the feel of family. I am informed and educated after our meeting. Have a question? They have the answer. I have the biggest sense of peace and confidence in my mom’s plan for her health, finances and beyond. My husband and I will be joining the Compass Legal Planning soon.

My husband and I had been meaning to set up a trust for many years, and we finally took the leap and contacted Bret Glen. After our first meeting with Bret and his team, we felt much more informed and confident about moving forward. They guided us through every step of the process and were always prompt in responding to our emails and calls. Even a couple of months after we signed all the documents, they reached out to check in and make sure we weren’t having any trouble adding the trust to our accounts and assets. We’re so glad my Google search led us to Bret — we couldn’t have asked for a better experience!