Sumner & Associates PC

Sumner and Associates helped us in establishing a Will and Trust for our family. They were very professional and knowledgeable (Sarah caught that we had two trusts and that our house was in a trust for the township, but not for the county). We are thankful that she helped us navigate through that issue and others. If you are concerned that getting all the paperwork together that is necessary to start the process, have no fear!!! They give you a step-by-step checklist that makes it easy for you to compile the info. They also give you a checklist that ensures that you know what you need to do regarding all aspects of a financial portfolio. Give them a call and try them out, you want to be prepared with a will!

From the first call, everything was explained in terms easy to understand, with quick turnaround and a professional attitude at all times. I would recommend Scott and Sarah to anyone looking for help with Wills, Trusts, or any Estate issues. My family is sure to benefit from the organization and instructions Sumner & Associates has provided.

Highly recommend Sumner and Asc. for putting together Wills and Trust. Scott has a lot of experience which showed in the way he organized our meetings and the cadence at which he set to get through all the information, answer our questions, and ensure we understood the entire process!

Exceptional handling of our estate planning, couldn't be happier. The staff was friendly and courteous, and took the time to fully explain the options so we were able to make informed decisions. The entire process was very organized and professionally handled. Will definitely work with them again.

Great experience to have trust created. Team was wonderful to work with and gave us peace of mind!!