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Most of the time staff are friendly and helpful but Yvonne is very rude, verbally abusive and condescending. A younger lady there didn’t have the answer to my question she asked someone she thought did (this is good customer service). This is when Yvonne got snippy, and argumentative. She is obviously unhappy with her life and hates her job. She should not be working with the public.
You shouldn’t have to waste your time becoming a legal expert when someone dies. Affidavits? Executor vs. beneficiary? You just need to know what to do so you can get back to your family.
We get it, and that’s why Atticus gives you a customized to-do list with all of the necessary forms and details you need so you can get in and get out as quickly as possible.
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.