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
Showing 46 reviews with 5 stars · Clear filters
ROBERT B.
Steve Morris is a good manager and helps whenever we need direction in evaluating Living Trusts.
Response from InterventionpointSep 29, 2026
Robert, thank you it is a pleasure to work with you as you are smart and timely.
Keta H.
Steve Morris has been amazing to work with through this process of establishing a family trust for our family. He is always available to take my phone call or to meet with us over a zoom call anytime day or night. He is very knowledgeable and explains things so we can understand. I have recommend Intervention point to my friends and family. My family and I are very happy that we are working with Steve Morris at Interventionpoint.com
Response from InterventionpointMay 1, 2026
Keta thank you and it is a pleasure to know you and your family. Steve Morris
Janet
Steve Morris has been excellent during our process of filing a Living Will and Revocable Trust. I’d recommend him to everyone.
Response from InterventionpointApr 23, 2026
Janet, thank you. Art and you are a pleasure to work with.
Colleen L.
Steve Morris is knowledgable and helpful and it is a pleasure working with him.
Response from InterventionpointFeb 9, 2026
Colleen and Ken, it is a pleasure working with you. Thank you
INA P.
When one doesn’t know WHAT one doesn’t know, having Steve Morris at Interventionpoint as a guide to navigate is a gift. When I showed all the trust documents to my highly regarded financial advisor, he was impressed with the accuracy and precision of the execution of the trust. Highly recommended!
Response from InterventionpointSep 11, 2025
Ina thank you. You are a joy to work with and know.
M R R.
Great experience with consulting me and helping me gain knowledge of my plan. 5 Diamond
Response from InterventionpointJun 11, 2025
Marek, you are most welcome, and we look forward to working with your family.
MHL San D.
I am that person, that didn’t want to be bothered with setting up a trust. I didn’t have enough knowledge about it and didn’t want to pay the costs for one and basically didn’t trust anyone. My financial advisor and sister, convinced me to finally set up my trust. They put me in touch with Steve Morris and he was the answer to my prayers. Steve was professional, knowledgeable, patient and always available to answer all my questions and concerns. I feel confident, that I made the right choices and now possess a trust that meets all my needs and will meet all my beneficiary needs in the future. This company has all the bases covered. Couldn’t have found a better company to meet my needs and for a reasonable cost. Thank you Steve!!!
Merril H.
The expert advise and guidance we got to help us protect our assets for the future was informative and empowering. The process was easy and understandable and the follow ups help with buttoning up all ends of out estate, could not be happier.