We were very happy with the trust work we did through Opelon, specifically Owen and Julie. Owen did a thorough job of explaining the trust process as well as presenting different options to our concerns and questions. Everything was completed on time and as expected. Julie did a fantastic job of organizing us and the paperwork. The whole process was smooth and painless. I also appreciated that Owen was willing to give us a ballpark on pricing before we started. I highly recommend!!!
Owen and his staff at Opelon expertly and efficiently executed the estate planning, including creating POA (Power Of Attorney) and the sensitive topic of advanced health directives, for me and my wife. They streamlined a daunting task for us and we felt completely reassured in entrusting this team with some of our biggest life decisions. We are extremely grateful to Owen and Opelon.
Owen and his whole team are great. They made the process of putting together a Trust & Will extremally easy for us. They added our San Diego, Oceanside and Carlsbad properties to Trust for us, and even handled majority of the meetings over zoom. It was a great experience and I would highly recommend them for any Estate Planning.
After we decided to update our 12 year old family trust, we interviewed with several local trust attorneys. After consulting with Owen Rassman, we decided he was the guy for our job! Our initial consultation was an educational experience to say the least. He was patient with our questions and was able to translate "legalese" into a form easily understood by my husband and me. We are grateful! We definitely recommend Owen and his staff!
What a great experience! I'm so glad we chose Matt to help us with setting up an estate plan, for our young family. He made the whole process easy and understandable, plus he has such wonderful customer service--I know my family will be happy working with Opelon from now on too!!