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.

Steve Morris was a professional wizard during… Steve was a professional wizard during difficult times. I truly value his services, dedication & attentive touches. Our original teleconference was @ the onset of the pandemic. Steve Morris could not have been more astute. I updated the original codicils late last year. (2021.) All details of trusts & wills were re-examined & addressed. Thank you, Steve Morris, Intervention Point.

Steve was so efficient and helpful! Steve was awesome. He was able to do our trust in 3 days due to a quick move overseas. He answered every call even when I had to him call late with a question. He is very knowledgeable and made us feel at ease with some huge decisions. Thank you Steve!

Steve was patient and thorough going… Steve was patient and thorough going through paperwork. Speedy response for final paperwork.

My experience..... My experience with the company has been above reproach. They are friendly, Knowledgeable, thorough and full disclosure. It is worth the cost. Mark C.