Verified Company
I had a giant legal nightmare with dad’s estate. After talking with several lawyers I was very disappointed in what they told me. No one seemed up to the task. Then I spoke to Steve and he was amazing! Calm, cool, collected, thoughtful and strategic. To say I was impressed would be an understatement! He took all the stress off of me and assured me he’d handle all the legal problems! OMG! Clearly the lawyer you choose to help you with your legal issues makes all the difference in the world. I highly recommend Steve and everyone at Compass Estate & Tax !!
If you need a Will (you do), and a Trust (you do), you have found the professional help you need (you do), you have found the person you need, Steven Lundberg at Compass Estate and Tax Planning. My help by Steven started as I laid in the ICU suddenly, with discouraging words from my doctors. Just a very sick person, who may or may not be going home. I quickly learned from my family I needed to formalize my long ignored, departing intentions. Steven worked with all of us, guiding us to todays status. Today, I'm feeling good about the future, healthy again, and taking care of those I will leave behind when my time comes. Since each of us will see that day personally, it may be time to take care of those you may leave behind. If so, Steven is highly recommended.
We located Steven via his great reviews for estate planning, as we needed to update our wills, trust, POAs, etc. The level of detail Steven applies to his work and consideration of every possible contingency is truly admirable. Added focus on creating subtrusts to protect the distributions to our kids, setting up our living trust to avoid unnecessary tax penalties, and properly setting up our beneficiaries in our various asset classes was greatly appreciated. During drafting of the documents, Steven would email videos to supplement our understanding of his recommended approaches - who does that? Bottom line is if you are looking for an outstanding attorney with expertise in estate planning and tax law, I would highly recommend Steven Lundberg and Compass.
It was a pleasure working with Steven on our estate planning. We had moved to North Carolina and had to revise our estate documents to conform with North Carolina requirements. He was patient and explained all the confusing parts of the trust. He was easily accessible by email, also. If we had to revise our estate planning, we would go back to Steven again.
Steve recently worked with my huband and I on all our Estate needs. We found him to be quite knowledgeable, professional,yet witty, and very easy to talk to reguarding any and all our questions and concerns that we bombarded him with. "A true Master of his Craft ! " We recommend Steve and his team highly!
Reaching out to Steve for legal assistance was so helpful. He was calm and reassuring. His knowledge of estate law, state laws, and regulations helped guide me through many difficult decisions. He was kind, comforting, and very knowledgeable. Working with him was one of the best decisions I’ve made. Steve took the time to listen and understand my family situation. He explained everything clearly and easily. His understanding of state and federal laws, trusts, and wills was exemplary. It was clear that he cared about helping me make the best decisions for my loved ones. What stood out most was the combination of professionalism and compassion. Every question was answered thoughtfully, and I always felt like I was in good hands. By the end of our conversations, I had a huge sense of relief knowing that the situation was in order. I’m so grateful for Steve’s kindness, patience, and expertise. If you’re looking for someone who will treat you like more than just another client, someone who truly cares, I highly recommend Compass Estate and Tax Planning.
