Family First Estate Planning 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:

Some complainants allege delays in receiving their estate plan portfolios after purchasing estate planning services. Other complainants state they received repeated telephone solicitation calls after requesting not to be contacted in the future. A few complainants reported that the company represented that their living trust required updating due to changes in the law or other similar reasons in order to sell services.

The company generally responds to complaints by delivering estate plan portfolios, offering explanations for delays, or agreeing not to contact customers again. The company issued a refund to one complainant.

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 Family First Estate Planning 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 markets a pre-paid group legal services package, which includes an option to purchase estate planning services. The company also sells life insurance products, which include annuities and long-term care insurance.

Primary Contact:	Tony Tosatto (General Manager)
Business Started:	6/1/1997
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

Before making a decision to purchase pre-paid legal or estate plan services, check the qualifications, experience, and education of the company or individual you are dealing with first. In California, customers have a three-day cancellation right for home solicitation contracts if the amount is over $25. Insurance policies have longer cancellation rights. For senior citizens, annuities are required to be provided with a 30-day cancellation period wherein you may cancel without obligation. A written notice of cancellation should be provided along with instructions on how to implement cancellation procedures. See the advice of a trusted advisor or legal professional.

Other Considerations

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

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Additional Info

DBAs:

Family First Advanced Estate Planning

Senior Law Practice Group

Family First Insurance Services

Websites:
There are no additional web sites.

Contacts:

Thomas Lee

John Owens (Co-Owner)

Nick Michaels (President)

Reputation Report

Family First Estate Planning

Complaints and Resolutions

Other Information