BBB Business Review

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BBB Accredited Business since 09/11/2014

Trustandestateplan.com

(844) 687-37821777 Borel Pl STE 305, San MateoCA 94402-3527

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Description

Our company in San Mateo is committed to providing a practical solution for all your estate planning needs at an affordable price.

BBB Accreditation

A BBB Accredited Business since 09/11/2014

BBB has determined that Trustandestateplan.com 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.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised Trustandestateplan.com's rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Trustandestateplan.com

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 01/11/2012Business started: 05/13/2011
Licensing, Bonding or Registration

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Investment Adviser
44 Montgomery St Ste 1100
San Francisco, CA94104-4613
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd Search.aspx

San Mateo County Assessor/Clerk-Recorder LDA, Process Server
555 County Center, Third Floor
Redwood City, CA94063
(650) 363-4500
http://www.smcare.org/clerk/

BBB records show a license number of CRD# 157853 for this company, issued by Investment Adviser. Their web address is http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd Search.aspx.

BBB records show a license number of LDA #34 for this company, issued by San Mateo County Assessor/Clerk-Recorder LDA, Process Server. Their web address is http://www.smcare.org/clerk/.

Type of Entity

Limited Liability Company

Contact Information
Principal: Mr. Russell Albright (President)
Number of Employees

1

Business Category

Investment Advisory Service, Estate Planning & Management, Legal Document Assistance

Products & Services

We offer Online Plans for as little as $399, or a Complete California Revocable Living Trust and Estate Plan for $599.

Refund and Exchange Policy

30 Day Money Back Guarantee

Service Area

This business service area covers: San Francisco, Oakland, Fremont, Santa Rosa, Hayward, Concord, Berkeley, Richmond, Antioch, Daly City, San Mateo, Vacaville, San Leandro, Livermore, Napa, Sonoma, Vallejo, San Rafael, San Mateo, Walnut Creek

Alternate Business Names
Albright Investment Management, LLC

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.