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Simple Trust Planning
- Legal
- South Jordan, UT
About this business
Location details
10421 S Jordan Gateway #621, South Jordan, UT, 84095, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | Closed | |
| Tue | 09:00 a.m. to 5:00 p.m. | |
| Wed | 09:00 a.m. to 5:00 p.m. | |
| Thu | 09:00 a.m. to 5:00 p.m. | |
| Fri | 09:00 a.m. to 5:00 p.m. | |
| Sat | 09:00 a.m. to 5:00 p.m. | |
| Sun | Closed |
Katie is amazing. She is knowledgeable and helped us come up with the best plan for us. Highly recommend ..
I have only have great things to say about Simple Trust Planning. I got to work with Katie and I was able to trust her to guide me through this whole process. She was kind and knowledgeable. I have peace of mind in my future because I got everything squared away with this team! I highly recommend to all.
Simple Trust Planning offers a unique, smart, modern option to trust planning. This product is different in that it provides a very cost efficient approach while achieving the same level of attention to detail as traditional planning methods. The staff is very clear and intentional with their direction and in answering of questions. There isn't a long sales pitch but a very direct, genuine approach which is refreshing while comforting as they answer each and every question thoroughly. The process is clearly laid out and prov... read more
I rarely take time to leave a review, however in this case im so impressed by the staff and incredible customer service I received that I just had to give a shout out!! Without doubt one of the best experiences you will ever have! Thank you guys!
Simple Trust Planning is fantastic to work with! They make the whole process of setting up a trust feel simple and stress-free. You can tell they really care about helping families protect what matters most. Professional, trustworthy, and genuinely kind people, I’d highly recommend them!
Frequently asked questions about Simple Trust Planning
How is Simple Trust Planning rated?
Simple Trust Planning has a 5 star rating with 7 reviews.
When is Simple Trust Planning open?
Simple Trust Planning is closed now. It will open on Tuesday at 9:00 a.m.
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