Estate Preservation, Inc. ratings, reviews and complaints - Estate Planning

Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

BCA's Summary and Analysis:

Complaints generally allege that the company failed to perform within the promised 30-days and in some cases that the company was months late in providing trusts. In some cases, customers state that the company made repeated appointments which they failed to keep. Some complained that their documents were not returned.

The company responds to most complaints by providing services or in some cases services and/or refunds.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against Estate Preservation, 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 living trust document preparation services.

Primary Contact:	Sinclair Noe (CEO)
Business Started:	4/1/2003
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.

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We routinely advise, before purchasing any type of living trust, annuities or estate planning products, consult with your attorney, CPA family members, or other trusted business advisor. Living Trusts or Wills, may not be appropriate for some individuals. These types of companies are are often referred to as "trust mills", who offer cheap trusts to drum up sales of annuities which may put senior investors in a financial bind.

Other Considerations

Our files show disconnected phone numbers, returned mail or both. The company appears to be out of business. We cannot trace addresses of companies or principals. General information is available upon request which may assist you.

Industry Resources

Advertising Reviews

Additional Info

DBAs:

EPICO

Estate Preservation Inc

Websites:
There are no additional web sites.

Contacts:

Mitchell Roth

Other Categories:

Estate Planning

Addresses:

360 North Sepulveda Blvd. Suite 1064, El Segundo, CA, 90245

Reputation Report

Estate Preservation, Inc.

Complaints and Resolutions

Other Information