Estate Planning and Management
CLA Estate Services, Inc.About
Important information
- Believed to be out of business:According to information in BBB files, it appears that this business is no longer in business.
- Additional Info: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
About This Business
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.
Business Details
- Local BBB:
- BBB of Central Ohio
- BBB File Opened:
- 9/8/2000
- Business Started:
- 1/1/1984
- Business Incorporated:
- 4/1/1998
- Type of Entity:
- Corporation
- Alternate Names:
- CLA USA, Inc.
- Business Management:
- Ms. Leslie Lord, Executive Assistant
- Mr. John Long, VP
Additional Contact Information
- Principal Contacts
- Mr. John Long, VP
- Customer Contacts
- Ms. Leslie Lord, Executive Assistant
Licensing information
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.
Additional Information
- Business Categories
- Estate Planning and Management
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