Compass Estate and Tax Planning Reviews

Derek Briggs 2026.11.02

     

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Reply from Compass Estate and Tax Planning 2026.11.04

Thank you for taking the time to leave this rating. Our team is committed to providing clear, dependable service, and knowing you chose to share a five-star rating is encouraging. We are grateful for your support.

Daniel Lee 2026.10.29

     

Stephanie did an excellent job, we are very happy.

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Reply from Compass Estate and Tax Planning 2026.11.04

Thank you for your kind recognition of our team. Providing attentive, professional service is what we work toward with every client, and hearing that it left you very happy with your experience is truly rewarding. We sincerely appreciate your trust and kind words.

Mark Fischer 2026.10.08

     

Compass Estate Planning did a great job constructing an updated Trust and all the associated documents needed for a comprehensive Estate Plan 👍

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Reply from Compass Estate and Tax Planning 2026.10.14

Thank you, Mark, for taking the time to post a review. We are glad the updated trust and the related documents came together the way you wanted. It was a pleasure to work on this with you.

Cintia Easterwood 2026.10.07

     

Steven Lundberg worked with my husband and I to create a will, trust and several other estate planning documents. Steven is knowledgeable, patient and thorough. He explained everything to us in detail. We are very happy with the service we received and we highly recommend him.

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Reply from Compass Estate and Tax Planning 2026.10.14

Thank you for writing this review. We are pleased that Steven took the time to explain each document to you and your husband, and that the process felt clear. Your kind words about his patience mean a great deal to our team.

Cang Huỳnh 2026.09.29

     

Steven Lundberg is so caring and knowledgeable. He helped my husband and I from start to finish. He did more than we expected to make sure our questions were fully resolved. I would recommend him for anyone.

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Reply from Compass Estate and Tax Planning 2026.09.30

Thank you for the kind review, Cang. We are glad Steven was caring and knowledgeable and that he made sure your questions were fully resolved for you and your husband. We appreciate your recommendation.

Kevin Shabow 2026.09.20

     

Worked with Stephan to update my Trust, Living Will etc. Stephan was detailed and took the time to explain carefully how I should approach particular elements of the trust due to changes in my situation. He was excellent to work with and I would recommend him highly.

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Reply from Compass Estate and Tax Planning 2026.09.30

Thank you for your review, Kevin. We are glad Stephan was detailed and took the time to explain your options as your situation changed. We appreciate your recommendation.

Bob Perrone 2026.09.14

     

We worked with Sephanie Faris on our trust and wills. Stephanie and her team is very knowledgeable and did a great job. I would highly recommend her.

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Reply from Compass Estate and Tax Planning 2026.09.30

Thank you for the kind words, Bob. We are glad you found Stephanie and her team knowledgeable and that you were happy with the work on your trust and wills. We appreciate your recommendation.

Sandra Wrolson 2026.09.12

     

I was highly satisfied with the services provided by Steven in updating my will to comply with North Carolina law. I already had an existing estate plan and trust in place, but their expertise extends to establishing these as well. They are skilled in probate avoidance, which was my primary objective.

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Reply from Compass Estate and Tax Planning 2026.09.22

Sandra, thank you so much for sharing your experience with us! We are so glad Steven was able to help you update your will to comply with North Carolina law and that your primary goal of probate avoidance was successfully addressed. Our team truly enjoys working with clients who already have a solid foundation in place and helping them take it to the next level. It was a pleasure working with you, and please do not hesitate to reach out if you ever need anything in the future!

David Castellan 2026.09.11

     

Our estate plan, including power of attorney and wills, required updating within a narrow timeframe. Attorney Stephanie Faris was very responsive and attentive to our requests and needs and provided timely professional advice and service . We highly recommend Compass Estate and Tax Planning.

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Reply from Compass Estate and Tax Planning 2026.09.22

David, thank you so much for the kind words and the wonderful recommendation! We understand how important it is to meet tight timelines when it comes to updating essential documents like wills and powers of attorney, and we are so glad Stephanie was able to provide the responsive and attentive service you needed. We will be sure to pass along your kind words to her. It was a pleasure working with you and we are here whenever you need us again!

Dane C 2026.09.08

     

Steven is awesome! I’m so glad to have found this firm—it truly feels like home. His genuine personality and commitment to his clients set him apart. It’s rare to find a trustworthy firm that prioritizes client needs without pushing unnecessary upsells. Steven is honest, knowledgeable, and always aims to help. I plan on using this firm for my LLC and any future business needs. Highly recommend!

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Reply from Compass Estate and Tax Planning 2025.03.20

Thank you so much for your kind words! I’m thrilled to hear that you’ve had such a positive experience with me and Compass Estate & Tax. It’s always my priority to provide honest, straightforward advice and focus on what’s best for my clients. I truly appreciate your trust and look forward to assisting you with your LLC and any future business needs. Your recommendation means a lot to me!

tiffanie williams 2026.09.04

     

Steven and Haley are awesome! They are knowledgeable, efficient, thorough, patient, and kind. I highly recommend working with Compass Estate and Tax Planning.

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Reply from Compass Estate and Tax Planning 2026.09.05

It's wonderful to hear that our team's knowledge and efficiency stood out to you, Tiffanie. We truly value your recommendation. We are always here to support your estate planning journey.

Susan 2026.08.31

     

Great law firm! Very easy to work with. They were very clear and easy to understand. The fees were very reasonable and fair. We highly recommend them.

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Reply from Compass Estate and Tax Planning 2026.09.05

We greatly appreciate your positive feedback, Susan. Knowing that you found our firm easy to work with and our fees reasonable is fantastic. We are honored by your high recommendation.

Mary-Carmen Easterwood 2026.08.29

     

We used Compass for creating a will, POA, and HIPAA docs. My initial free consult with Stephanie was very helpful, with Stephanie explaining a lot of concepts for me. I also did a consult with another estate planning company, but we decided to go with Stephenie because she did such a great job explaining different things we might want to consider. After that, the process was very straightforward and reasonably priced. I'm happy with the results and feel our family is set for many years!

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Reply from Compass Estate and Tax Planning 2026.09.05

Your detailed review means so much to us, Mary-Carmen. We are delighted that Stephanie's explanations helped you feel secure about your family's future. We are privileged to have guided you through the process.

Banks Ladd 2026.08.13

     

Steven is one of the most helpful lawyers I have ever met! He is a go to lawyer! Banks

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Reply from Compass Estate and Tax Planning 2026.09.05

Hearing that Steven is your go-to lawyer brings a smile to our faces, Banks. We are thrilled that you found him so helpful. We deeply value your trust.

Mark Fletcher 2026.07.27

     

Steven truly has the "heart of a teacher." He addressed all our concerns and went to great lengths to explain things to us and to help us work through all our concerns.

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Reply from Compass Estate and Tax Planning 2026.09.05

We are so grateful for your kind words, Mark. It is wonderful to know that Steven's dedication to explaining things clearly made a difference for you. We are always ready to address your concerns.

Nan Greer Crowley 2026.07.27

     

Steven Lundberg and his staff are professional, knowledgeable, and very compassionate. I think that Estate and Tax Planning are topics which most people find overwhelming and even scary. Steven is not high pressure; he lets you take your time to understand what estate and tax planning entails. He made helpful recommendations. This is not a one time event. The estate and tax planning may change as circumstances in our lives change. I feel quite comfortable recommending Steven Lundberg; he is both caring and careful as he helps explain why estate and tax planning are so important.

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Reply from Compass Estate and Tax Planning 2026.09.05

Your thoughtful feedback is truly appreciated, Nan. We are very happy that you felt comfortable and unpressured while learning about estate planning. We are here for you as your life circumstances evolve.

Windy Sawczyn 2026.07.22

     

Mr. Lundberg is very well informed and willing and able to research new options.

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Reply from Compass Estate and Tax Planning 2026.09.05

It is fantastic to hear that Mr. Lundberg's willingness to research new options was helpful to you, Windy. We deeply value your trust in our expertise. Our firm is committed to keeping you well-informed.

Julie Easterlin 2026.07.22

     

Steven went above and beyond our expectations. He was very knowledgeable and thorough and explained everything. Would highly recommend!

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Reply from Compass Estate and Tax Planning 2026.09.05

We are thrilled to read that Steven exceeded your expectations, Julie. Knowing that his thorough explanations were appreciated means a lot. Our firm is honored to receive your recommendation.

Kate McCune 2026.07.16

     

Extremely responsive and thorough! Truly impressed! I made the right call!

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Reply from Compass Estate and Tax Planning 2026.09.05

Your glowing review brightened our day, Kate. We are delighted that you found our team extremely responsive and thorough. Our firm is grateful that you made the right call with us.

R. Latham 2026.07.15

     

Recently I worked with Stephanie Faris at Compass Estate and Tax Planning to revise my will and associated documents. She led me through this complex process taking the time to explain throughout all stages of this process. I would recommend Compass Estate and Tax for anyone who is seeking assistance in these areas.

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Reply from Compass Estate and Tax Planning 2026.09.10

Thank you, R. Latham, for sharing your experience with us! We are so glad that Stephanie was able to guide you through the process of revising your will and that her explanations along the way made such a difference. We truly appreciate your recommendation and look forward to being a resource for you whenever you need us.