Client Reviews

Paul S.

Jacqueline is very familiar with the trust process and explains it very clearly. She is also very friendly to work with.

Charles S.

My wife and I highly recommend TrustMasters for your family’s financial planning needs. We reviewed several options and finally decided on TrustMasters because of their patience, professionalism, courtesy, and competitive pricing. Everyone we met took time to explain things thoroughly and to patiently answer any questions we had, even if we had asked them a time or two before. We particularly remember both Jacqueline and Felicia. Each of them seemed to go out of their way to make sure that we had an excellent experience and a comprehensive trust solution for the last chapter in our lives.

William M.

Great experience and very informative. It took care of what I had to get done at this time in my life. Thanks, TrustMasters.

Pat L.

A very thorough living trust with all the paperwork to change assets into my new trust.

Connie J.

I highly recommend Jacqueline Daniel with TrustMasters. Even though we have a living trust, she spent her precious time explaining how to fund our trust properly and other important information to ensure we had what a trust should have, like making sure your power of attorney is in the state you live in. Jacqueline is a true professional who shows class, dignity, and respect for people. Thank you!

Dee O.

Felicia was awesome! Great experience finalizing our trust paperwork today! Everyone has been fabulous, so professional and friendly. My husband and I highly recommend!

Sandra T.

Very informative workshop! Truly a great staff to work with, addressing all concerns and providing the best customer care. Our personal thanks to Jacqueline and Michelle for helping us complete these important life decisions. Great job!!

Liza M.

TrustMasters was great to work with and made the whole trust/will process easy. We worked with Jacqueline initially, then Felicia during the notarizing session. They were both great and answered all of our questions.

Anonymous Client

Michelle and Jacqueline at TrustMasters made setting up a trust easy, understandable, and at ease. Something we have been putting off for years, not knowing where to start. They were there from start to finish, answering all our questions. Trust no one else. Thanks again, TrustMasters!

Don B.

Michelle and Jacqueline at TrustMasters were excellent to work with and provided the right level of guidance throughout the process. Everyone I’ve met at the company is client-oriented and patient with my many questions. PS: Is there a way to give a six-star rating? Thank you!