Insightful Estate Planning Customer Reviews
- Working with Richard was great. He explained all our options and helped us make the best decisions for our family. In our case it was a family trust. He worked closely with us from the beginning to signing all the documents and helped us work get all our assorted accounts setup properly for the trust. We highly recommend Richard and Insightful Estate Planning.
- Richard is very professional and organized, and he makes the estate‑planning process clear and easy. Thank you!
- We had an excellent experience working with Richard Glinskiy from Insightful Estate Planning. He was always prompt, well prepared, and very professional throughout the entire process. He took the time to answer all of our questions clearly and made sure we understood each step involved in setting up our family trust. We first attended one of his seminars, which was very well organized and informative. It explained estate planning concepts in a clear and practical way. We truly appreciated his professionalism and attention to detail and would highly recommend Richard to anyone looking for help with estate planning or creating a trust.
- We could not have gotten better help with our Family Trust! Was a real pleasure working with Richard. We would recommend Insightful Estate Planning to anyone looking to set up a Family Trust. A one stop shop. Awesome experience and again, a real pleasure.
- Now we have peace of mind. Richard didn't only explain everything to us along with benefits of each document, he made it easy. the education we received is priceless. we want to avoid costly probate and now we will.
- Highly recommended. Richard was a pleasure to work with on our revocable family trust. He walked us through each step with patience and clarity, answered every question, and helped us make the right decisions without any pressure. We finished the process feeling well‑prepared and in good hands.
- We are very happy with the attention to detail and personable service we received from Richard building our estate plan. He is very knowledgeable and friendly and he provided us with a plan
- Insightful provides the best system for estate planning that is thorough, quick and efficient. When doing estate planning it makes you think about death so I wanted it done as quickly as possible so I could think about living. This service is equivalent to a great all inclusive resort rather than an hourly charge for every question from a typical lawyer. Plus your heirs can save on taxes if applicable.
- Richard was friendly and very helpful. He answered all of our questions and covered issues that we hadn't even thought about. We are very pleased with his services!
- I had an excellent experience working with my Richard. He was incredibly helpful, approachable, knowledgeable, and patient throughout the entire process. He took the time to explain everything clearly, answered all of my questions without rushing, and made what could have been an overwhelming process feel straightforward and manageable. I really appreciated his professionalism and the care he showed in making sure I understood my options and felt comfortable with every decision. I highly recommend him to anyone looking for a trustworthy and supportive estate planning professional.
- My wife and I recently went with Richard to set up our will and estate plan. It was a great experience! He talked us through all the details and answered our questions patiently and thoroughly. He gave us plenty of time to consider all the options available so we could fine tune exactly what we wanted, and the price was fair. It was all easy and painless. We definitely recommend Richard and Insightful Estate Planning if you're in the market.
- Was an easy and seamless process from start to finish.
- Our entire experience was smooth, enlightening and very informative with Richard. We have already referred Richard to several friends.
- Richard was so helpful
with my estate planning. All explained so thoroughly. I would recommend Insightful estate planning.
Sandy S
- Richard was super responsive from the initial conversation, clarified all our questions and promptly prepared all required documents. It was a pleasure working with Richard, I highly recommend his firm!