Estate Planning Group

Thank you, thank you Jake and your entire staff for originally help on me understand and set in place my Living Trust last year. Following up today to add my home to the living trust as well. I love your calm and professional personality and how I don't feel like overwhelmed with not understand g the legal jargon... Trusting you comes easy with the expertise and organization of your team along side you.

09/02/2022
June 21, 2020 My mother passed away. She had hired the EPG to handle her affairs and create a trust. The trust named me, the eldest of 3 children, as the Trustee.
Their office 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 EPG, and still no copy of the trust.
Earlier this year, It became obvious my sister was unable to fulfil the task of selling the property, and I reached out to the EPG 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.
Weeks worth of calls and emails were placed with EPG 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 Jack which states "Under the conflict of interest rules for attorneys, I won’t 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 EPG 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 share my experience so that others may perform their own research beforehand and in hopes this information saves another from the same frustrations.