Protecting Your Legacy, Preserving Your Future
At Affinity Trusts, our mission is to provide comprehensive and affordable estate planning solutions to individuals, families, and businesses. Our team is dedicated to helping our clients protect their wealth for generations to come, while ensuring their wishes are carried out in the event of their incapacitation or passing.
Our Story
Affinity Trusts was founded by Natalie Spiwak, a passionate advocate for educating consumers about the importance of protecting their wealth. With years of experience in the estate planning industry, Natalie has presented hundreds of educational seminars and radio broadcasts, highlighting the need for effective estate planning. Our organization is committed to providing exceptional benefits to our clients, including access to complimentary educational seminars, Revocable Living Trusts, and other estate planning documents prepared by leading estate planning law firms.
Our Services
At Affinity Trusts, we understand the importance of providing value-added benefits to our clients. We offer a range of services tailored to meet the unique needs of each individual, including:
- Comprehensive estate planning services
- Complimentary educational seminars
- Revocable Living Trusts and other estate planning documents prepared by leading estate planning law firms
- Proven solutions for credit union partners, members, employees, and clients
Our Approach
We believe that estate planning is a critical part of ensuring that wishes are carried out in the event of an individual's incapacitation or passing. Our approach is centered around providing expert guidance, personalized service, and flexible solutions to meet the unique needs of each client. Whether you have a small estate or a significant fortune, our team is dedicated to helping you protect your wealth and ensure your wishes are respected.
What Sets Us Apart
At Affinity Trusts, we pride ourselves on our professional, caring, and passionate approach to estate planning. Our team is committed to providing exceptional service, ensuring that our clients feel comfortable and informed every step of the way. We understand that estate planning is a sensitive topic, and we strive to make the process as smooth and stress-free as possible.
Testimonials
Our clients have shared their positive experiences working with us:
- "Pulling your life information and talking about what to do upon death is a trying subject, but the staff at Affinity Trusts were very professional, caring, and passionate in their products and in what we needed. They made the whole experience comfortable for us to process." - Scott and Rosa S.
- "Affinity Trusts representatives and the attorneys were professional, knowledgeable, and helpful. The law firm fee is SO worth the peace of mind they have given me, and all the hours they spent with me, guiding me through the most precious decisions of my life." - Brad and Susan S.
Get Started Today
At Affinity Trusts, we are committed to helping you achieve peace of mind through comprehensive and affordable estate planning solutions. Contact us today to learn more about our services and how we can help you protect your wealth for generations to come.
Poor Customer Service and Unresponsiveness
The overwhelming consensus from these reviews is that the company's customer service is severely lacking. Specifically, the author of the review, Jose Armenta, had a disastrous experience with the company. He paid them to set up a trust for his family, but despite numerous attempts to get in touch with them, it was impossible. The author notes that it's been over a year since he paid, and the company is still not finished with the paperwork.
Unreliable and Unresponsive Customer Service Team
The author highlights the frustrations of dealing with the customer service team, stating that every time he calls, he can never get someone on the phone. This lack of communication and neglect has caused significant delays and has left the author feeling frustrated and dissatisfied.
Overall Disappointing Experience
The author concludes by stating that he does not recommend working with Natalie and her team, citing the poor customer service as the primary reason for his negative experience.
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