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BBB Accredited Business since

CLA Estate Services, Inc.

Phone: (888) 404-6848 100 E Campus View Blvd  Ste 250, Columbus, OH 43235

Click for BBB Rating on CLA Estate Services, Inc.

BBB Business Reviews may not be reproduced for sales or promotional purposes.


CLA Estate Services, Inc. coordinates estate planning including non-legal services, legal services provided by your attorney, tax services provided by your accountant, stock broker, and insurance services. When legal documents are delivered, CLA Estate Services, Inc. sends a representative from CLAUSA, Inc. to assist in the implementation of the estate. Three months later, a representative undertakes a review to ensure that the plan is being implemented in accordance with instructions. An annual review is conducted to help keep the plan current. CLA Estate Services, Inc. will also assist with settlement of the estate upon death.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that CLA Estate Services, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

BBB Complaint Information

Find aggregate BBB complaint information for CLA Estate Services, Inc.. BBB serving Dallas and Northeast Texas has the full report as that BBB handles all complaints for CLA Estate Services, Inc..

Additional Information

BBB file opened: September 08, 2000 Business started: 01/01/1984 in OH Business started locally: 01/01/1984 Business incorporated 04/01/1998 in TX
Type of Entity

Foreign Corporation

Business Management
Mr. John Long, VP Ms. Leslie Lord, Executive Assistant
Contact Information
Principal: Mr. John Long, VP
Customer Contact: Ms. Leslie Lord, Executive Assistant
Business Category

Estate Planning & Management

Alternate Business Names
Business Management

CLA's corporate headquarters is located in Frisco, Texas, and CLA operates additional locations throughout the United States. The scope of this report concerns the company's location in Columbus, Ohio. Other BBBs maintain reports on the company's headquarters and other locations, and these reports are available at

Industry Ratings Comparison Chart X
Same Relative Size   All Businesses
The information in the chart below represents an industry ratings comparison of businesses which are of the same relative size or for all businesses (see toggle). This is based on BBB's database of businesses located in 21 Counties in Central Ohio. Businesses may engage in more than one type of business.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.