Preston Estate Planning

We couldn't be happier with our experience at Preston Estate Planning! Revisiting and updating our trust felt like an overwhelming topic going in, but JM Preston and the entire team made the process smooth and stress-free from start to finish. We worked with JM Preston to update our full estate plan — including our trust, will, powers of attorney, and healthcare directives — and he guided us through every piece with patience and clarity. He has a real gift for explaining complex legal concepts in plain language, so we always understood exactly what we were signing and why it mattered. Along the way, we've had plenty of follow-up questions, and every time we've called, everyone at Preston Estate Planning has been warm, knowledgeable, and genuinely helpful. It's clear that great client service is a value held by the whole firm, not just one person. And to top it all off, they sent a notary directly to our home so we could sign all of our documents without ever having to leave. That kind of thoughtful, white-glove service really made an impression. If you've been putting off updating your estate plan because it feels complicated or intimidating — don't wait. The team at Preston Estate Planning will take great care of you.

Preston Estate Planning is definitely the best choice to set up a Will and Trust. They guided us through each step of the process and were/are quick to respond to any questions that arose which made us feel as if they care for and protect the needs of their clients. Their webinars proved to be very informative and helped us create a Will and Trust that best suits our needs and future needs of our heirs. We have already recommended Preston Estate Planning to our friends and family.

John Preston and staff are very professional and very detailed in generating trust documents. I know from watching their videos they foresee possible future problems and prepare documents to avoid any future problems with your trust. The firm has prepared trusts for other family members and they also provide guidance whenever a Trustor passes away. They make administrating the trust easy. Making the trust is only one part of the process, when a Trustor dies, it is important to know how to administer the trust and Preston Estate can provide this service too.

My experience with Preston has been exceptional. JM assisted with creating my trust and it was a very straightforward process. Much better than I expected. The entire process did not take long and the team has been responsive and courteous. I was referred to Preston by a friend and I’m very glad that I chose them for this very important matter.

We started with the Preston Estate Planning webinar and found it very helpful and thorough. My wife and I, being in our mid 50’s need getting a Life Plan/Living Trust and knew it was past due. Preston Estate Planning Team addressed issues that we never thought of and were highly professional and listened to what our needs were. We would highly recommend Preston Estate.

I chose Preston Estate Planning because I appreciated the depth and breath of their knowledge about various aspects of revocable trusts. I am confident that the trust they created for me takes into account all the pitfalls that they have encountered in the many other trusts they have studied. I think my Life Plan trust is as bulletproof as possible. I was especially struck by John Preston’s statement "that you don’t know what you don’t know." I am glad that I have the benefit of their expertise because I know there is a lot that I do not know. The other aspect of The Preston life plan that I think sets them apart Is the annual review program. Even extremely well written trusts can be daunting to the family member who will be responsible for carrying out my wishes upon my death. They will be able to consult with Preston when this responsibility falls in place their lap. I highly recommend Preston without reservation. They are easy to deal with, respond quickly, and communicate clearly when answering my questions. I feel well taken care of’ I only wish they could create a trust for my sister who lives out of state.

We had a great experience working with John and his team at Preston. They responded to our questions always very timely from beginning to finish and addressed all of them to our satisfaction without any lingering doubt. Their process is so seamless and effortless for us to follow. The final documents they produced for us is truly fabulous and high quality, which covers all possible scenarios. We feel very comfortable that our family and our children are in great hands with the trust they put together for us. Unlike with other firms that you typically interact with one or two people, working with Preston is like working with an entire team of experts with expertise covering all relevant topics. We would strongly recommend Preston to anyone who is interested in setting up a family living trust.