BBB Business Review
BBB Accredited Business since
View BBB Rating for CLA Estate Services, Inc.'s headquarters.
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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.
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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..
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Ohio Department of Insurance
50 W. Town St. Third Floor - Suite 300, Columbus OH 43215
Phone Number: (614) 644-2658
Type of Entity
Business ManagementMr. John Long, VP Ms. Leslie Lord, Executive Assistant
Estate Planning & Management Financial Planning Consultants Insurance Services
Alternate Business NamesCLA USA, Inc.
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 www.bbb.org