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The Trust Sherpa
- Legal
- Lake Forest, CA
About this business
Location details
Portola Pkwy, Lake Forest, CA, 92610, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Kim was absolutely wonderful. So very knowledgeable regardless what state you reside. She took her time and explained everything so well. Made me feel very comfortable and even coordinated a special meeting where she was able to explain to my Financial Advisor exactly what services she was able to provide. Was so very impressed with her honesty and also her passion for what she does.
I have worked with Kim for over 10+ years and continue to refer my clients to her for their trust needs. I highly recommend.
Working with Kim was one of the best decisions I’ve made. Creating and updating a trust can feel overwhelming, but Kim truly held my hand every step of the way. She explained everything clearly, answered every question with patience, and made what could have been a stressful process feel organized, thoughtful, and even empowering. She genuinely cares about her clients and wants to make sure you feel confident and protected in your decisions. I never felt rushed or confused. I felt supported. If you’re looking for someone you... read more
Kim at The Trust Sherpa was what we were looking for, a one stop source to get our Family Trust set up, she helped us with all the difficult question that will come up and making sure that everything was covered so it will make it easier on the kids when that time comes, Kim's kind heart makes this prosses easy and understandable , they will get all my referrals
Kim is an absolute professional and caring person. Not only are her services affordable, but she makes forming a Trust easy to understand and provides peace of mind! I highly recommend her and her services.
Frequently asked questions about The Trust Sherpa
How is The Trust Sherpa rated?
The Trust Sherpa has a 5 star rating with 8 reviews.
When is The Trust Sherpa open?
The Trust Sherpa is closed now. It will open on Monday at 8:00 a.m.
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