Reviews By Customers

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  Maria Johnson

  August 02, 2023

  We required professional assistance in forming a trust to safeguard our belongings, but more significantly, our peace of mind. We are overjoyed that our financial counselor recommended these gentlemen. They listened to our worries, answered our questions, and helped us through the entire process. They made the legal concepts and procedures very clear and simple to comprehend. Now that our trust has been established, we can be confident that if we have any questions or issues in the future, they will be available to provide support as well as legal advice. We can't thank them enough for giving us piece of mind. They are capable of doing the same for you. Please tell them that you were sent by the Johnsons!

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  Amanda Bell

  July 23, 2023

  The Schlau Rogers Team made the estate planning process simple and seamless. They spent the time on zoom with my husband and I to get everything right, and were punctual and helpful with every step. Highly recommend!

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  Jaime Yacko

  July 06, 2023

  We had a great experience with creating our Estate Plan with Matt & Josh with Schlau Rogers. My husband and I have never gone through this process before and they helped guide us through every detail and decision. What I really loved is when edits were made to our documents, they were highlighted in a different color each round of revision so that we didn't have to read 100s of pages each time and could just focus on what changed. They printed all the final documents and had a binder ready for signing and scheduled a mobile notary for us when it was convenient for us.

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  Cameron Escovedo

  December 30, 2022

  Schlau Rogers made the estate planning process really easy and stress-free. I simply filled out a questionnaire online, had some productive meetings where they answered every question with thoughtfulness and nuance, and had a traveling notary complete our documents so we didn't have to leave home. Highly, highly recommend.

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  Marla Lynch Edwards

  November 09, 2022

  We were very happy with the entire process. Everyone was extremely professional, including the notary who came to our home. Our only concern was that there some delays, and the process took longer because of that. Overall, we highly recommend this company.