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Sequoia Estate Planning Inc.

5.0

About this business

Location details

Inside TRZ: The Rising Zone, 5828 Lonetree Blvd, Rocklin, CA, 95765, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.022 reviews
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Nick Willrich's profile image
Nick Willrich 
on Google
3 months ago

Every time I have a question for one of my clients Andrew is available. I work in banking and have a lot of clients who have trust and estate questions, and Andrew always answers with integrity and professionalism. I HIGHLY recommend Andrew and Sequoia for any estate planning needs! 

Danielle and Tim Monteath's profile image
Danielle and Tim Monteath 
on Google
3 months ago

Very helpful and offered advice when helping prepare my mom’s trust. Andrew patiently answered all or questions and was incredibly informative and knowledgeable. 

Annie Grennell's profile image
Annie Grennell 
on Google
3 months ago

We were referred to Andrew Nef at Sequoia by our Financial Advisor. He explained the ins and outs of Trusts & Wills and what might work for. He put together a very complete package that will put our family at ease. He was very reasonable, as welll as personable and we would highly recommend him. 

Kevin Doan's profile image
Kevin Doan 
on Google
3 months ago

Experience with Andrew was seamless, easy to talk to and work with, flexible and understanding of different schedules, and reasonably priced. 

J Starr's profile image
J Starr 
on Google
9 months ago

Estate planning can seem like an arduous and dreadful process, but Sequoia estate planning made the process straightforward and seamless. Had I known it could be this easy, I would’ve done this years ago. Andrew Nef was outstanding and I highly recommend Sequoia for all your estate planning needs. I’m happy that I can make sure my wife and kids are taken care of and a plan is in place in case the unthinkable happens. I’m confident now that all the useless stuff I accumulate and deem important will go to my kids so they can t... read more

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Frequently asked questions about Sequoia Estate Planning Inc.

How is Sequoia Estate Planning Inc. rated?

Sequoia Estate Planning Inc. has a 5 star rating with 22 reviews. 

When is Sequoia Estate Planning Inc. open?

Sequoia Estate Planning Inc. is closed now. It will open on Monday at 9:00 a.m. 

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