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Reputation Report

Estate Planning and Investments, Inc.

  246 inquiries |
Paralegal Services

22642 Lambert Street Suite 406
Lake Forest , CA 92630-1645
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Company Rating

AAA

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Customer Reviews

based on 0 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Membership Information

This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.

Recent Review

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

Complainants allege delays in delivery of the documents, problems keeping appointments, difficulty cancelling agreements and obtaining refunds. The company responds to the complainants by offering explanations for delays and cancellation difficulties, and, in some cases, issuing refunds.

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Complaint Closing Statistics

0 complaints against Estate Planning and Investments, Inc. closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
0 Agreed to make an adjustment
0 Refusing to make an adjustment
0 Refuse to adjust, relying on terms of agreement
0 Unanswered

Other Information

Company Info

This company's business is providing paralegal services and living trusts.

Primary Contact: Robin Noe (Owner)
Business Started: 1/1/1986
Social:

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Licensing

We know of no licensing or registration requirement for companies engaged in this company's stated type of business.

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Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We suggest careful evaluation of the living trust if you are considering it. Consider all aspects of the trust with a qualified legal advisor to ensure the trust will serve as you intend. This company is no longer located within our service area, to obtain a current reliability report or file a complaint write to the BBB of Northeast California located at 400 S Street, Sacramento, CA 95814-6997, or call (916) 443-6843. The Bureau's web address is www. sacramento.bbb.org.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

Industry Resources
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Additional Info

DBAs:

EPICO
American Association of Independant Paralegal
AAIP

Websites:
There are no additional web sites.

Contacts:

Robin Noe (Owner)
Brian Diseth (Director of Marketing)
Eric Hohla (office manager)

Other Categories:

Addresses: