Great people to deal with! Great people to deal with!! Very knowledge and they make it easy to understand exactly what needs to be done to protect our assets and final wishes.

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.

5 Star Service and Product Steve and the folks at Intervention Point are great to work with. Never would you think that setting up a legal trust and all supporting documents would be so easy, fast with a phone interview, and for such a fair price. I can't say enough good about Steve and his customer service! He answers all my questions often more than once (as many times as I need) so that I understand my documents and how to access them. I can update my assets annually for no charge also. I went through Intervention Point to get my trust and recommended my family to get Steve's help, which they did. We are all more than satisfied. Thanks for all your help!

Excellent company to work with Excellent company to work with, they answered all our questions and spent the time to make sure we got our Trust right the first time. I highly recommend Intervention Point

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.