1 /5 A R: We hired Kendall VanConas and this firm to update our estate - they initially said theyd print our documents and give return them to us in a day or two - instead they took weeks just to print copies of our estate documents and only gave them back weeks later after we had to prompt them and ask for them.
After that, we had to continually call and send emails to repeatedly ask when we were going to ever hear from them about our estate planning after our initial meeting in May, we were told their assistant went on vacation so they were behind and would try to catch up soon (but still never heard anything from them after that), weeks went by and again we reached out to ask when things would move forward and were told Kendall had surgery and had "gotten behind" on things in her recovery (We were never told she was out for a medical leave prior to that). We had to contact them again on July 1st only to be told they were all out of the office until after July 8th - this firm doesnt do work, they do billing and make excuses, thats about it.
They also refused to give us notes from the one meeting we had with them - for which we were billed $750 and told, the notes from that meeting were "privy for them" not for us so our request for a recap of our own estate planning meeting was refused.
Do not waste your time with this firm, they have NO incentive to move forward with your project or estate planning, they will take you as a client then sit on your estate planning and DO NOTHING, but bill you for any meetings, then drop the ball, and you will never hear from them again, very unprofessional and our experience with them was completely frustrating and a total waste of our time, as well as costly - as we got nothing from our $750 meeting with them, not even an outline or meeting recap of the notes they took from our estate planning meeting.
They also dont communicate at all, and never told us about the lead attorneys surgery or time out from the office for her recovery - and apparently, no one else in the firm does anything. (They take a full week off for July 4th - the entire firm apparently, as no one responded to our July 1 email as they were all "out of the office until after July 8th). After July 8th we still heard NOTHING. Kendall told us she would follow up with a timeline of our estate planning status the following week, but she never did, and that never happened.
When they had an assistant out of the office that also apparently makes all their work come to a screeching halt - all of this is inexcusable, unprofessional and is a poor representation of a firm that is supposed to be on their game helping people update their estate planning.
You will likely pass away before they ever get to updating your estate - we moved on and found a much better firm that actually does work, and would strongly recommend people stay away from this firm if they need something done in a reasonable time and feel communication is important at all, as this firm doesnt communicate, they make excuses when you reach out because if you hire them, you will be the one doing all the planning and reaching out, they do not do anything at all but sit on your estate planning and watch time go by!
From the first meeting in May until we fired them in July for a span of almost 2 months, we had one meeting, they copied our files and then absolutely nothing else ever happened in moving forward with our estate planning - they never gave us a timeline for getting it done, which we asked about for 3 weeks, but they never provided a timeline because they had no plan to do the work or had decided for some reason due to their incompetence and lack of continuity in their own office and within their staffs capability to take years to do an update on our estate planning.
This firm is not doing anything but taking business then sitting on it, doing meetings with clients and refusing to give the clients any notes or minutes from meetings clients are being billed for! There are firms that do effective estate planning, but sadly, this isnt one of them.
