Revocable Trust We’ve been wanting to do a Trust though when we were told the cost we decided to shop around more. Our financial advisor recommended Steve Morris, Intervention Point so we gave Steve a call, and we’re glad we did. We completed the Trust remotely doing 3 Zoom calls with Steve and the charge was less than half from previous quotes. I highly recommend Steve/Intervention Point for your Estate Planning and/or Trust.

Absolutely fantastic service Absolutely fantastic service! Really glad we found Intervention Point as our personal situation has greatly improved. Peace of mind knowing our financial life is in order. THANK YOU!

Professional, Knowledgeable and responsive. Great service. Steve is extremely responsive, knowledgeable and professional. He has done an incredible job for our clients.

Steve is wonderful to work with and is… Steve is wonderful to work with and is incredibly responsive. He’s always available to help and quickly responds anytime you reach out with questions. He makes the Trust process as smooth and seamless as possible.

great experience Steve was very helpful in helping us navigate a difficult time. His professionalism and knowledge were a godsend, and his patience was very appreciated. He went above and beyond to help.