Customer Experiences

Posted on 06/17/15 No Comments

Customer Service Interaction:
Today, I took in a Living Trust. We reviewed the questionnaire and scheduled him for the following week. I had a notary waiting that over heard our interaction, who then wanted to inquire about LT. I had a second notary come in, who was happy to wait as I took in a new deed customer. The deed client came in originally asking for help in changing her name on her escrow docs, she is newly married. I explained that I could not help with the escrow docs, I could help with the deed. Upon further conversation she needs to correct her current deed to reflect her new married name and to add her new spouse, which may help ultimately in getting the escrow docs corrected once the transfer ids recorded. She was very happy that I could help, as she didn’t know really where to go. Also, she did not expect for me to take her as a walk in and very much appreciated being seen at that moment. As we talked she was pleased to say she loved our help with her divorce service back when we were at the Vine Street office. Everything about our service help she said has been efficient. She said Carl was very helpful in the past, she regularly refers people to us and was glad to know it was family owned.

Customer Service Interaction:
We had a nice gentleman come into our Bakersfield office a while back and he choose to use our Living Trust services. He had been very pleased by the way everything was spelled out for him. He then chose to do an Estate Plan he said he did not care how much it would be knowing it was going to be a great help and much appreciated. He has experienced friends and family members going through Probate matters. He wanted his kids to be able to take everything as easy as it can be and not have to worry about them having to deal with Probate. Knowing they are going to have to mourn his death was enough that he can barely handle. He just wants it to all run as smooth as possible. Having to have found our services he was very grateful. He said he feels like a weight has been lifted off his shoulders.

Customer Service Interaction:
Customer came in to the Bakersfield office to sign response docs for custody and visitation and she was very thankful for our service as she didn’t know how to fill out the documents, nor did she have time to do it on her own. She was happy the document preparation was out of her hands.

Customer Service Interaction:
Today, a customer came in to the Arroyo Grande office and inquired about a Living Trust. The lady was a widow. She wants to make sure that her kids inherit her property without a problem. I explained to her the benefits of a Living Trust and we sat down and reviewed our questionnaires. After completing the questionnaires, she decided to contract. She did not have her deed to her property, so I offered to get a copy from a source that we have. I scheduled her a follow-up appointment for one week out. She was happy.
On 05/28, while doing an intake, the customer made a point to say that he was thankful that we were here because his situation was one that didn’t need an attorney and that he couldn’t afford one. Without the help of our services he would not have been able to get his divorce.

Customer Service Interaction:
On 05/27, I took in a response, at the end of the intake I told the customer that I would be able to have it ready for her to sign on Friday or Monday. She was very concerned by this because she needed to have it filed and served by Friday (I wasn’t aware of an emergency). So I told her not to worry, if that is when it needs to be finished by then it will be. I was able to get the documents completed that day and she came back and signed. I just received a call from her asking if I was able to get everything filed and served and I told her “Not only was I able to file it, Copies when out to her and the other party in yesterday’s mail.” Her response was “You are so efficient, I so appreciate you!)

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