We have been clients of Lodmell and … We have been clients of Lodmell and Lodmell for many years and still receive the same great service today as we did in the beginning!

Guidance from Lodmell & Lodmell I was aware of some of the strategies for long term asset protection and family wealth preservation planning. What I did not know was how to put it all together in a rock solid Trust. Doug Lodmell provided what I need. Doug and all the Lodmell staff always respond quickly when I have a question. I sleep well knowing I'm covered.

As far as I know they're doing a good… As far as I know they're doing a good job. The problem is as a non-legal person, I need more assistance in making finite adjustments in my trust. I'm given verbal advise over the phone and left on my own to work it out when I ask questions. I always feel rushed or like an inconvenience when I call. Meanwhile, I'm paying $1100.00 per year for almost no service. I'm assuming that if something happened and I needed all the mechanisms contained in the trust it would work as advertised, but I don't know for sure. I'm considering taking a trip to Arizona for a sit-down to review my entire estate. I don't even know if that's possible.

One of Many Options Very high up front fees with relatively little downstream guidance. You can accomplish the same things at a fraction of the cost through other overseas entities by dealing directly with them.

Starting to have some doubts. I'm not sure exactly who's leading the firm now. It just seems like they've started to go in different directions. I get no communication or updates, newsletters, etc. about changes related to asset protection laws. I don't know if my partnership annual reviews are being filed, etc. I used to get a call every year and now I don't. When you only hear from a firm once a year to collect their retainer, you start to get a little disappointed.