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Yuma Arizona Estate Planning, Probate and Living Trusts Attorneys Deason Law Firm
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Client Testimonials
An inside look at how the Deason Law Firm has helped several of their clients.
Estate Planning Services
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.
When Loved Ones Pass Away
Probate Assistance, Trust Administration, and Probate Litigation.
Incapacity Planning
Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.
Business Planning
Business Succession Planning, Small Business Planning, and Lawsuit and Asset Protection.
Elder Law & Medicaid Services
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.
Planning for Those With Special Needs
Assistance in creating plans with disabled family members in mind.
Financial Advisor Education Corner
Comprehensive resource center that includes timely Educational Alerts and FYIs, along with Continuing Education Programs for Financial Advisors, covering fundamentals to advanced estate planning and taxation topics.
Financial Planning Assistance
Helping clients preserve their wealth and achieve their long-term financial goals.
DocuBank
DocuBank® keeps health care documents on file for people who want to have those documents available at a moment's notice..

Client Evaluation 2008

Please select the word that best describes your level of agreement or disagreement with each statement, as follows:
Comments Please:
I enjoyed the 2008 Fam Sem (if applicable, 10 being best):
I plan on referring someone to the Deason Law Firm this year:
I am planning on attending the next Deason Law Firm family seminar:

Referral Information:

We pride ourselves in providing our clients with excellent estate planning service. Our goal is that our clients will feel confident about their estate plan and choice to work with us. Please remember that anyone you refer to our office will receive the same professional attention that you have received. Estate Planning… It’s What We Do.

I’d like to refer:
Friend 1Friend 2
Full Name: Full Name:
Address: Address:
City: City:
State, Zip: State, Zip:
Client Questionnaire:

We thank you for trusting us to advise you on your estate planning needs. Because we respect your insight, judgment and perspective, we thank you for filing out this Client Questionnaire. Our goal is to provide excellent estate planning service to our clients. By taking the time to fill out this questionnaire, you are helping us to achieve our goals of helping you.

  1. Estate Planning Process – The initial consultation, phone review meeting and signing.
    Initial Consultation:

    1. What did we do well:

    2. What could we improve:

    Phone Review with Paralegal:

    1. What did we do well:

    2. What could we improve:

    Final Signing:

    1. What did we do well:

    2. What could we improve:

  2. Communication with Our Clients – client Seminars, Emails, Newsletter, etc.
    Client Seminars:

    1. What did we do well:

    2. What could we improve:

    Newsletters:

    1. What did we do well:

    2. What could we improve:

    E-Alerts (are you signed up to get email alerts?):

    1. What did we do well:

    2. What could we improve:

  3. 3 Year Reviews, Client Updates – Changes to documents, experience
    3-Year Review Letter and FREE Consultation with Mr. Deason:

    1. What did we do well:

    2. What could we improve:

    Changes to your documents:

    1. What did we do well:

    2. What could we improve:

  4. New Ideas

    1. What would you like to see us to do in the future?

    2. Where do people need help?

Deason Law Firm
Estate Planning… It’s What We Do!
242 W. 28th Street, Ste. A
Yuma, AZ. 85364
928-783-4575

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Deason Law Firm Office Locations
Yuma, Arizona
242 West 28th Street, Suite A
Yuma, AZ 85364
Phone: (928) 783-4575
Fax: (928) 343-9586

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