Meet your one-stop solution to preserving your legacy and protecting your assets.For 25 million middle and upper-middle-class families, Intervention Point is the only estate document solution that is simple and specific enough to support their needs with personal, live support through every step of our patent-pending process.
Interventionpoint (interventionpoint.com) has 46 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent
Investments & Wealth · Seal Beach, California
Excellent
Investments & Wealth · New York, New York
Excellent
Investments & Wealth · Conyers, Georgia
Excellent
46 approved reviews, newest moderated first
Ellouise G.
The representatives are very professional and they provide excellent service with the entire process of setting up a trust. They're always available afterwards to assists with any questions or concerns you may have.
JACK P.
Great people to deal with!! Very knowledge and they make it easy to understand exactly what needs to be done to protect our assets and final wishes.
Paul L.
Excellent company to work with, they answered all our questions and spent the time to make sure we got our Trust right the first time. I highly recommend Intervention Point
Richard B.
Excellent help to revise these important items at a fair and reasonable cost! Thank you-highly recommended.
Response from InterventionpointJun 11, 2022
Thank you Richard you two are great to work with!
Jaron P. Hamlett S.
Great service. Steve is extremely responsive, knowledgeable and professional. He has done an incredible job for our clients.
Response from InterventionpointApr 19, 2022
JP, thank you. It is a pleasure to work with you and your whole team.
Roger J.
Steve did an excellent job of fitting meetings around our schedule and took the time to explain everything in detail. Even though he was not local his communication, professionalism, and promptness made the process very easy.
Response from InterventionpointApr 11, 2022
Roger, thank you. I enjoyed getting to know you both and look forward to a long relationship. Steve
Hugh F.
Three generations of our family have now used their services. Their ability to simply communicate the value of Trusts and to ensure that decisions are well thought through and understood is a great relief.
Sharyn G.
Our Estate Planner, Steve Morris, at Intervention Point has provided the utmost support, patience, generosity with his time, and a dedication to his client's understanding of the legal document. At first, the document appeared to be intimidating and daunting. However, with his personality, a warm sense of humor, and extensive knowledge, he addressed our questions, interpreted the jargon, and clarified our misunderstandings in layman's terms. Without any hesitation, our trust was in his hands, and our Estate Planner exceeded our expectations. The entire experience was professionally and efficiently accomplished.