InterventionpointReviews of interventionpoint.com

Steve and the folks at Intervention Point are great to work with. Never would you think that setting up a legal trust and all supporting documents would be so easy, fast with a phone interview, and for such a fair price. I can't say enough good about Steve and his customer service! He answers all my questions often more than once (as many times as I need) so that I understand my documents and how to access them. I can update my assets annually for no charge also. I went through Intervention Point to get my trust and recommended my family to get Steve's help, which they did. We are all more than satisfied. Thanks for all your help!

Steve was a professional wizard during difficult times. I truly value his services, dedication & attentive touches. Our original teleconference was @ the onset of the pandemic. Steve Morris could not have been more astute. I updated the original codicils late last year. (2021.) All details of trusts & wills were re-examined & addressed. Thank you, Steve Morris, Intervention Point.

Steve was very helpful in helping us navigate a difficult time. His professionalism and knowledge were a godsend, and his patience was very appreciated. He went above and beyond to help.

Absolutely fantastic service! Really glad we found Intervention Point as our personal situation has greatly improved. Peace of mind knowing our financial life is in order. THANK YOU!

We have been working with Intervention Point for a number of years now. They are working with almost 20 of our clients, and they all find them very easy and professional to deal with. Not only do they handle our clients but my partner and I have also become clients of Intervention Point.

A great team and simply explains estate plan options