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Cindy was absolutely amazing. She has absolutely restored my faith in humanity. I wish I could buy her flowers. If everyone showed even a little bit of the amount of kindness she showed me, we'd have world piece. Thank you again Cindy.
Theresa W We were fortunate enough to reach Theresa W when we called for assistance. She could not have been any nicer or any more helpful. She walked us through step by step. And then when we needed to request additional documents a couple weeks later, lucky us - Theresa answered the phone again. And again she was extremely helpful, friendly and patient. Our work life would be so much better if everyone had her attitude. You are lucky to have her on your team!
My mom recently passed and I need to clear up some paperwork to sell the house. I was hoping the trust paperwork was filed as the attorney asked for it. I called and explained my story and wondered if she could run a search on her last name. The sett has didn’t produce anything so desperate I asked if f she could query the name of the trust. She told me no that if I wanted to do that I could do it myself online!!!!! I was shocked. I’m a City of Fort Myers home owner and voter. I will spread the word about this offices lack of professionalism and understanding.
I spoke with Stephanie today 03/11 and she was extremely helpful and knowledgeable. She should be an ambassador on how customer service and care should be handled. She should also be recognized and promoted by leadership for the type of work she does. Thank you to her for helping me today.
Mrs. Theresa returned my call in a timely manner and took the time to walk me through the process instead of sending me on my way. As a social worker, this helps me to better assist my patients. Great customer service!
Spend the minimum time and money necessary navigating an outdated and frustrating legal process. Atticus gives you a customized to-do list for probate and estate settlement and all of the necessary forms and details you need so you can get in and get out as quickly as possible.
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Atticus is a San Diego based fintech company committed to empowering families through the process of bringing a close to the financial life of a loved one. It’s groundbreaking probate & estate settlement product is a comprehensive, all-in-one platform combining personalized guidance with intuitive, easy-to-use tools that allows families and their advisors to save time and money by navigating the estate settlement and inheritance process together.
Atticus is available nationally across the United States and Canada and is backed by a passionate team of industry experts including tax, legal, financial and fiduciary professionals.