InterventionpointReviews of interventionpoint.com

We’ve been wanting to do a Trust though when we were told the cost we decided to shop around more. Our financial advisor recommended Steve Morris, Intervention Point so we gave Steve a call, and we’re glad we did. We completed the Trust remotely doing 3 Zoom calls with Steve and the charge was less than half from previous quotes. I highly recommend Steve/Intervention Point for your Estate Planning and/or Trust.

The company have a great job

Steve is wonderful to work with and is incredibly responsive. He’s always available to help and quickly responds anytime you reach out with questions. He makes the Trust process as smooth and seamless as possible.

Steve was awesome. He was able to do our trust in 3 days due to a quick move overseas. He answered every call even when I had to him call late with a question. He is very knowledgeable and made us feel at ease with some huge decisions. Thank you Steve!

Steve was very professional and made the process easy and understandable.

He made easy for me and was very helpful.

Steve is great to work with. Always quick to respond to our questions and is very knowledgeable. A pleasure to work with!

Extremely patient and professional. Everything was explained very well and I would highly recommend Steve for this responsibility.