BBB Accredited Business Profile

CLA Estate Services, Inc.

CLA Estate Services, Inc.

(888) 404-6848

CLA Estate Services, Inc.

33 years in business
100 E Campus View Blvd
Ste 250
Columbus, OH 43235-4682
BBB File Opened: 09/08/2000
Business Started: 01/01/1984
Business Incorporated: 04/01/1998 in TX
Business Management
  • Mr. John Long, VP
  • Ms. Leslie Lord, Executive Assistant
Business Category
  • Estate Planning & Management
Additional Information
  • 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 hea...
  • 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

Service Area
ALABAMA, ALASKA, AMERICAN SAMOA, ARIZONA, ARKANSAS, CALIFORNIA, COLORADO, CONNECTICUT, DELAWARE, DISTRICT OF COLUMBIA, FLORIDA, GEORGIA, GUAM, HAWAII, IDAHO, ILLINOIS, INDIANA, IOWA, KANSAS, KENTUCKY, LOUISIANA, MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, MINNESOTA, MISSISSIPPI, MISSOURI, MONTANA, NEBRASKA, NEVADA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, PUERTO RICO, RHODE ISLAND, SOUTH CAROLINA, SOUTH DAKOTA, TENNESSEE, TEXAS, UTAH, VERMONT, VIRGIN ISLANDS, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN, WYOMING
Alternate Business Names
  • CLA USA, Inc.
BBB accredited business

NR

Overview

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 Reason for Ratings

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

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
Complaints against this business are handled by another BBB.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

CLA Estate Services, Inc.