Request A Meeting With Gold Leaf Estate Planning, LLC

 
 
 
  Excellent  
    
 Based on 50 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
  
 
 Steve Hansen 
 
March 22, 2024
 
 
  
Zach does a great job of walking you through the process of establishing an estate plan.  He gives good advice based on years of experience and he explains everything thoroughly along the way.  Highly recommend.
  
 
  
 
 
  
 
 Sarah Kamholz 
 
March 6, 2024
 
 
  
My father and I recently worked with Zach on the family trust. The process went very well and Zach was a friendly and comfortable person to work with. We would recommend Zach to anyone who is thinking of organizing their own family’s trust. Thank you, Zach!
  
 
  
 
 
  
 
 Kenneth Haberman 
 
February 29, 2024
 
 
  
Zach is very knowledgeable and was very helpful.
  
 
  
 
 
  
 
 Judi Kranich 
 
February 22, 2024
 
 
  
Zach was very Pleasant and easy to work with. Very easy to talk to. Organized and did a great job helping us make our Estate and Living Wills.
  
 
  
 
 
  
 
 Lindsey Francis 
 
February 22, 2024
 
 
  
Zach was amazing to work with! He was knowledgeable, helpful, and flexible with us. He helped us figure out what we needed and was willing to reschedule with us when we needed to move things around as new parents. He even let us bring our baby to sign paperwork. Working with him was an awesome experience all around.
  
 
  
 
 
  
 
 Bonnie Jacobson 
 
February 19, 2024
 
 
  
We had a great experience with Zac, we knew nothing about Trust Planning and he walked us through all of our options at the first meeting.  The two follow up meetings were equally as impressive with how professional yet personal he was.  Would and have recommended him to several of our friends.
  
 
  
 
 
  
 
 Matthew Mcleod 
 
January 29, 2024
 
 
  
I didn't know what to expect when I set out to complete a trust. Zach came highly recommended to me and now I know why. Zach and Gold Leaf Estate Panning were amazing to work with.
Zach is very kind, patient and knowledgeable. The process was really well thought out and executed. I cannot recommend Zach strongly enough for anyone considering a trust or other estate planning.
Matt M.
  
 
  
 
 
  
 
 Dan Lyddy 
 
January 22, 2024
 
 
  
I found Zach and Gold Leaf Estate Planning through these 5-star reviews and they are all accurate.  At our first meeting he told us what would happen in handling my mother-in law’s estate and he followed it up with documents that were easy to follow.  He let me handle the parts I was comfortable with and he was there for the parts that I was more comfortable with him handling. Zach kept us on track and we were able to avoid any surprises thanks to his guidance. Thanks again Zach for all your help!
  
 
  
 
 
  
 
 Bryce Hotzler 
 
January 22, 2024
 
 
  
Zach and the Gold Leaf Team did an excellent job educating us and executing the documents needed for us to set up a Revocable Trust. Our estate planning experience was very simple to understand and any of our questions were thoughtfully answered in a timely manner. I would highly recommend the Gold Leaf Estate Planning, LLC group to anyone in need of the services they offer.
  
 
  
 
 
  
 
 Ken Nickell 
 
January 9, 2024
 
 
  
I did some research and scanned the Google reviews before making an appointment with Zach.  The reviews are accurate - no need to look further, you’ve found the right firm to plan your estate.