What Clients Are Saying

I couldn’t be more pleased

(Executor & Trustee Services)

“I was appointed successor trustee and executor of my uncle’s estate. When he died, I was devastated. He had been such a positive part of my life. And yet, there were so many documents to sort out and understand. Where to start? What papers needed filing? What claims needed processing and to whom? Even though my uncle was fairly organized, I found that the process overwhelming.”

“I called Family Stewardship Services and asked for help. Jonathan helped me make sense of the estate assets, liabilities, income, and expenses. He helped complete, submit, and follow-up on all kinds of claim forms. He made sense of title documents and helped transfer the home, an automobile, and other assets into my name. He walked me through the process of understanding and paying for medical expenses. He helped me close down credit cards. He tracked all action items, decisions, and documented conversations. He even helped get me on a personal budget and set up estate documents for myself!”

“Wow! the process seemed effortless. Jonathan was with me every step of the way. Talk about a stress reliever! I felt cared for and listened to. I couldn’t be more pleased with the results.” (G.K)

The best decision we have made

(Family Stewardship Organizer)

“We are so thankful for Family Stewardship Services! They helped us in organizing our paperwork to get new wills prepared correctly for our family situation. We have all of our final paperwork put together in their amazing binder system. Jonathan and Carol are so kind to work with, there was never pressure do anything we were not comfortable with. They listened to our needs and helped us organize everything. Choosing Family Stewardship Services was the best decision we have made. You will not be disappointed!” (C.B.)

The process was made easy

(Estate Planning Made Easy)

“Our experience was wonderful. The process was made easy by Jonathan’s kindness and expertise. We had been putting this off for so long. Having Family Stewardship located so close was a big bonus. Getting the wills done, and especially the medical directive. I really do not want my family to have to wonder what to do when the time comes to make those decisions. Using the pre-appointment questionnaire saved us a lot of time, knowing ahead of time how we wanted things to be set up. We felt really happy. I did not expect to feel that way. It was really a relief. I would and have recommended family and friends. I have also been able to share with the people I work with. Jonathan and Carol could not be nicer. I appreciate their gentle nature in dealing with a subject that most people try to put off.” (N.S.)

Exceeded our expectations in every area

(Estate Planning Made Easy)

“My parents and I recently used Jonathan of Family Stewardship Services for some end-of-life and estate planning services.  Rarely do I ever write reviews but after we had finished, I was so impressed I reached out to ask him where I could leave a few words reflecting on the service he provided my parents and me.

“First, my parents are 90 and very “old school”. My Dad has limited patience, is hard of hearing, and he is rather quick to become frustrated with legal mumbo jumbo. Well, let me tell you my parents were absolutely thrilled with Jonathan. Wow, that says a lot and makes me feel good knowing we picked the perfect person!

“At first, I did not know what to expect but Jonathan made the process simple and straight forward. He was articulate and listened to my concerns. He was patient and timely in all communication. I could go on and on but basically, he exceeded our expectations in every area. From the respect he showed my folks, to waiting outside to walk my parents up to his office, to driving documents out to their home, the experience was first class all the way.

“Sadly, great customer service and people that truly care, is becoming more and more rare. I would not hesitate to recommend Jonathan and Family Stewardship Services to any loved one that I wanted treated with care and respect.

“Lastly, I found Jonathan very knowledgeable and Family Stewardship Services pricing to be very reasonable. I fully trusted them with my payment method during the process and he came in at exactly what he originally quoted me. I will certainly be using them again.

“Grateful and appreciative we found this business as it is first class.

“Thank you!” (M.C.)

A joy to work with

(Family Stewardship Organizer)

“Jonathan and Carol were a joy to work with. They gave 100% attention to us and really listened to our specific needs.

(Benefits that we received are…) “knowing that we are leaving each other in a better situation if something happens to one of us, knowing that we have provided a useful tool for our children if something were to happen to both of us and peace of mind knowing that we had addressed all of the potential pain points in settling our affairs.

“We felt relieved and a great deal of comfort after completing our engagement with Family Stewardship Services. We would highly recommend working with Jonathan and Carol, you will be amazed at how many things get brought to light that you hadn’t considered.

“Family Stewardship Services was so easy to work with and they worked with us to break the process up into manageable pieces and a time frame that worked with our schedule. Thank you both.” (R.N.)