Estate Plan Office (EPO) Avaliações 

For any Financial Planner, the partners we recommend are a direct reflection of our own brand. I am writing this review for Estate Plan Office because they have become an invaluable asset to my practice and my clients.
There are three specific reasons why I recommend them to other advisors:

1) Complex Made Simple: Legal jargon often intimidates clients, causing them to stall on necessary decisions. Michael Eslami has a gift for translating dense legal concepts into plain English. My clients walked away feeling empowered and clear on the plan, rather than overwhelmed.

2) Responsiveness: Nothing is worse than referring a client into a 'black hole.' The communication from Estate Plan Office was impeccable. I was kept in the loop at every stage, ensuring I knew exactly where my clients stood in the process.

3) The 'Why' Matters: They didn't just draft documents; they understood the financial strategy I had built for the clients. They ensured the estate plan actually supported the asset protection and legacy goals we had established, rather than working in a silo.

If you are looking for an estate planning partner who respects the advisor-client relationship and delivers a seamless experience, I highly recommend connecting with them.

I've been working with Michael at EPO for a while now to collaborate on trust work for my clients and the advice and knowledge Michael brings is always first rate. He and his team are excellent.

​I cannot recommend Michael of EPO highly enough for their assistance in creating a Vulnerable person Trust for my son. This is a complex area of law that requires not only technical expertise but also a high level of sensitivity. He was incredibly patient, answering all our questions and ensuring every detail was handled with care. We now have the peace of mind knowing our son’s future is secure and his eligibility for essential benefits is protected.
Navigating the future for a child with special needs is overwhelming but he took the time to truly understand our family's unique situation and our son’s specific needs. It’s rare to find a professional who combines such sharp legal/financial intellect with genuine compassion and explain in a jargon free way. We are so grateful for the clarity. Thank you Michael

Our family cannot thank Micheal enough for the support and advice he has given us with regards to a Deputyship for our daughter. He introduced us to people to help with a Mental Capacity Assessment, talked through all our concerns and made us feel listened too. If you require any advice about anything related to estates, wills, deputyships or anything they cover do not hesitate to get in touch.