Everestestateplanning Reviews

Professional yet warm and personalised approach

I recently used Everest Estate Planning for my will and estate planning and I couldn t be happier with the service Mark was incredibly professional yet he maintained a warm and personalised approach throughout the process He was thorough in explaining every detail ensuring I fully understood my options and decisions Mark s dedication and care were evident and he made the entire experience seamless and stress-free I highly recommend Everest Estate Planning to anyone seeking expert and compassionate estate planning services

Will and expression of wish

I recently had a need to complete my will and an expression of wish Mark immediately put me at ease and explained the process There was no pushy sales tactics at all in fact did not want any money up front until completion He answered every question I had and made sure my understanding Absolutely no reservation in recommending Mark Thank you

Mark Everest estate planner

Mark Everest was professional and crystal clear throughout the estate planning process He was patient and at all times helpful in explaining some of the more complicated choices and their outcomes in a simple and understandable way Making a will can be an uncomfortable prospect It was a relief to have an estate planner who was understanding of our concerns and was obviously well-informed as he spelled out the choices for us in a jargon free way We had some tough decisions to make and he listened patiently as we worked through them We wished to make corrections to several of the drafts of the wills and expressions of wishes Mark put us at our ease being patient and considerate about our concerns We have already recommended him to some of our family and friends Thank you Mark

Estate planning - updating our wills

We were recommended to Mark when my Mum wanted to change her will He visited us in her home and was both professional and personable putting us all at ease with a process we were unfamiliar with He was thorough in the questions he asked my Mum and made sure the changes she was making were being driven by her own wishes and needs He explained everything clearly and checked we were happy with the advice he was giving After the meeting Mark sent the draft of her new will back to us very promptly to check and he encouraged us to ask further questions if there was anything we were unsure of before the will was finalised We felt very comfortable with the whole process and because of the ease and efficiency of Mark s service we recently engaged him again to update both of our wills We are happy to recommend him to anyone looking for help with their estate planning Jill Peter

Mark helped my in laws with their

Mark helped my in laws with their lasting power of attorney He visited them in their home explaining everything to them us Mark was so helpful extremely patient with us all Extremely professional approachable can highly recommend his services Thank you Mark

Excellent service and advice everything

Excellent service and advice everything explained in layman s terms

Mark made my experience great

Mark made my experience great with his open and honest approach talking you through the processes and explaining the reasons why Having a Trust looking after your assets is certainly important and looking after your best interests is Mark his knowledge is unfathomable listening to your wants and needs explaining the best route and giving you options based on the information I had a deadline to meet Mark took on board the urgency and on two occasions one being on vacation and the other after injury still managed to push the boat out and meet the deadline I was able to complete my task which would never have happened had it not been for Mark I can genuinely recommend Everest Estate Planning for your future planning requirements no matter what yours are you ll be in safe hands

Mark from EEP

Mark from EEP is a true professional who is knowledgeable about various products he took the time to explain the documents and he also checked that I was totally happy with his explanations crystal clear My husband and I are very pleased with the full service and highly recommend EEP Mark