Skip to content
314-303-3218

In response to what did you like about working with us?  “Absolutely everything!! Thank you!”

Stephanie and Julie were great to work with.  They knew their jobs well and answered any questions we had.  It was a pleasure to work with them.

Stephanie’s knowledge, honesty and professional advice was greatly appreciated.  Her work was also always completed in a timely manner.  We look forward to working with her in the future! 

 

We were very pleased with the services provided by both Stephanie Copp Martinez and Julie Irvin.  For context, as a CPA, my standards are very exacting and I tend to follow a very thorough process in vetting legal and financial matters.  We appreciated the due diligence and care exercised by Ms. Martinez in allowing us to customize our Trust documents, in listening to our wishes and desires, and in being patient with my internal vetting processes, all while carefully balancing our wishes and desires against the law and not allowing us to create unnecessary or burdensome hurdles for the Trustees.  Ms. Martinez was the right fit for our situation and my personality.  She knew when to challenge and to stand her ground and when to be flexible to achieve the desired objective.  Ms. Irvin was always responsive and attentive to our needs.  I highly recommend The Estate Planner.

 

Stephanie was so patient and kind.  She explained things in plain language and helped us make important decisions about what would happen in a worst-case scenario.  We are so appreciative of her help and guidance.  Both Stephanie and Julie were a pleasure to work with. 

Thank you for treating us with respect during this process.  Estate planning is a sensitive task and can be overwhelming when you do not have knowledge of the process.  You simplified and broke it down so it was manageable.  We now have a sense of security knowing there is a plan in place.  We also are relaxed knowing we can come back if questions arise. 

Very friendly and thoroughly explained the hard to understand parts of my trust.  They gave me thoughtful ways to change my previous trust. 

You were so very professional.  You were happy to protect my interest.

Stephanie was such a pleasure to work with.  She is so knowledgeable.  Her great personality made us feel at ease right away. 

Personal, warm, not so legal-y that I felt like I didn’t understand what I was paying for / service / product I was receiving.  Very pleasant and practical experience. 

I appreciated their interest in my case, the friendliness of Stephanie and her staff and their professionalism.

I can’t say enough positive things about the performance I received from Stephanie Copp Martinez & her assistant Julie. I have no problem recommending them to family & friends, I know they will do a fine job.

Stephanie Martinez and her assistant, Julie Irvin, were both great.  The work they did for us was very thorough and Stephanie had suggestions we had not thought of.  One thing we really appreciated was the way they followed through on everything, especially calling and emailing in a timely manner and when they said they would.

Stephanie was absolutely as thorough and professional as I could hope for. The service was outstanding and I recommend her and the firm to my clients when they have that need. I was fortunate to have had my bank recommend her.

I like to thank The Estate Planner team for helping us through a difficult time when my wife was diagnosed with Alzheimer’s.  We required legal help and The Estate Planner was recommended to us as lawyers specializing in elderly legal matters.   After our first meeting, which lasted two hours, we knew we were talking to the right folks.  They are very professional, knowledgeable and have navigated my family through the complexity of estate planning, power of attorneys, banking and much, much more. 

My wife and I want to thank you for your help with our “will and testament”.  The service you provided was exemplary throughout.  We will gladly recommend you to our friends and relatives.

 

I attended a networking event at which a panel (including Stephanie) shared the issues and challenges with finances, healthcare, legal protection, and decision-making as we face the future.  I was so impressed with Stephanie’s character and style as well as her competence on the subjects, that my husband and I met with her immediately.  Soon thereafter, and without hesitation, we contracted with her to put many things in order.  Unlike some legal experiences, there were no hidden costs, and the process was so easy.  Stephanie and her team are amazingly supportive, and we now have much greater peace of mind.   

The Estate Planner
The Estate Planner
39 Google reviews
C Bartz
C Bartz
2022-10-26
Very professional and friendly. Covered all the bases efficiently. Highly recommend!
Lisa Royle
Lisa Royle
2022-10-25
My husband and I knew we needed to update our outdated Will & Trust. So much had changed in our lives, and now there are so many unique facets to our situation. After more than 8 years of delaying the decision, we chose Stephanie Martinez because we felt she had the qualifications and ability to execute ALL aspects of our unique needs. We were thrilled with the process from the start of the initial appointment to the final package of our trust. Stephanie was wonderfully warm, caring and compassionate. She even changed her off time to meet our specific deadline; accommodating too. We don’t have children, but we do have dependents with needs. After going thru so many online reviews and understanding that special circumstances need a special lawyer. We feel blessed we found Stephanie. We look forward to continuing to work with her in the future as our needs continue to change.
Debra Kendall
Debra Kendall
2022-10-21
The process was thorough and very efficient. All of our questions and concerns were answered and our finished will was presented in a manner that was easy to understand and available in a timely manner. I would highly recommend Stephanie Martinez for your estate planning.
Sid Gamertsfelder
Sid Gamertsfelder
2022-09-29
The Estate Planner did a great job of explaining the options available for estate planning. The information sheet made me better understand what we needed to cover. Great job and good to work with.
Jane Steffens
Jane Steffens
2022-08-10
Decided it was time to do a ‘grown up’ thing and get our estate in order. Mainly to make things easier for the kids. Stephanie was amazing! She assessed our situation and made recommendations on which tool mad the most sense for us. She and Kimberly were patient, prompt and professional. Would HIGHLY recommended Stephanie Martinez and The Estate Planner for your estate planning needs!
Frank Flucke
Frank Flucke
2022-07-21
My first and most important comment is that Stephanie clearly knows what she's doing. Her experience and judgement gave us all the confidence we needed to go through the entire estate planning process without any worries. In addition, Stephanie and Kimberly are both a complete joy to work with. They were always very accommodating with our hectic schedules but didn't allow the process to drag on too long. They were also very available and quick to answer any questions or concerns that we had. We couldn't have been happier with our entire experience and would recommend The Estate Planner to anyone without reservation.
Cynthia Prost
Cynthia Prost
2022-07-19
A fantastic experience with what can be a difficult subject - what to do with your assets when you die. Very knowledgeable and guided me through the process with ease. The bonus was how quickly they finalized my will and related documents and provided a binder and thumb drive with all of the information. Stephanie is patient and thorough.
Brian R
Brian R
2022-06-13
Stephanie and her team were outstanding. She understands the unique factors affecting military members. Took time to provide very valuable advice. Thank you!
mikael hardy
mikael hardy
2022-06-03
from the very first communication The Estate Planner was helpful professional and knowledgeable. They allocated ample time to review our needs, answer every single one of our question, some even twice, & because we were new to Saint Louis, even give us the inside info on where to eat, what to do & where the locals hang out. Our trust was completed in a timely manner with every i dotted and t crossed. I would highly recommend The Estate Planner, they provided through professional peace of mind.
Michelle
Michelle
2022-04-12
Stephanie and her team exceeded my expectations. Stephanie did an amazing job educating me on the benefits of a trust and made the entire process manageable. The peace of mind that comes with knowing my affairs are in order is unmeasurable. I highly recommend Stephanie because she truly cares and has your best interest in mind.
Back To Top