• Report: #1039422

Complaint Review: Legally Mine

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  • Submitted: Sun, March 31, 2013
  • Updated: Mon, April 14, 2014

  • Reported By: AR — Ohio
Legally Mine
PO Box 1629, Orem Utah 84059 Internet, Utah United States of America

Legally Mine Daniel McNeff estate planning Internet, Utah

*UPDATE Employee: Contact Us As Soon As Possible

*UPDATE Employee: Please Contact Us

*Consumer Comment: Excellent Service with Legally Mine

*Consumer Comment: Positive experience with Legally Mine

*Consumer Comment: Excellent Service

*Consumer Comment: Good experience regarding Legally Mine

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Do not trust this company!  The owner, Daniel McNeff gives a great presentation regarding what his company can establish for you to protect your wealth and investments, but his company does not deliver service.  His company is slow to process any paper work to establish the stated information he so elequently discusses in  his presentation.  His company seems to be in complete disarray, you speak with multiple people and obtain very little results for a significant expense.  The paper work this company provides can easily be obtained from internet sites such as Legal Zoom. This company takes your money and provides little in return especially no follow-up services, unless you want to pay even more after being ripped off the first time, other than phone call to rate thier service. I was shock they even wanted a response!  Avoid this company.

This report was posted on Ripoff Report on 03/31/2013 03:08 AM and is a permanent record located here: http://www.ripoffreport.com/r/Legally-Mine/Internet-Utah-84059/Legally-Mine-Daniel-McNeff-estate-planning-Internet-Utah-1039422. The posting time indicated is Arizona local time. Arizona does not observe daylight savings so the post time may be Mountain or Pacific depending on the time of year.

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REBUTTALS & REPLIES:
0Author 6Consumer 0Employee/Owner
Updates & Rebuttals

#1 UPDATE Employee

Contact Us As Soon As Possible

AUTHOR: LegallyMineUSA - ()

AR in Ohio,

Despite your lack of response, Legally Mine remains open to resolving the situation amicably; we remain committed to providing all of our customers with the best experience possible.  Unfortunately, Legally Mine has been forced into filing a lawsuit in an attempt to remove the untrue statements in your review.  The case has been filed in the Utah 3rd District court, and has been assigned the case number 140400754.  Please get in contact with Legally Mine as soon as possible to either: 1) contact us so that we may resolve this dispute outside of the courts, or 2) provide us with your current address, so that we may adequately give service of process for the case.

Best regards,

Legally Mine

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#2 UPDATE Employee

Please Contact Us

AUTHOR: LegallyMineUSA - ()

To AR in Ohio.  Legally Mine reaches to all clients to provide quality service and thoughtful interaction.  Unfortunately, as we do not have any clients whose experiences match what you have listed, we are not sure who you are or how to respond.  Please get into contact with us so that we can help to resolve your concerns!

Legally Mine does have a dedicated team of professionals including paralegals, attorneys, and customer care representatives.  It is entirely possible to have appointments with several individuals depending on what types of documents need to be completed.  A trust document requires that you meet with our attorney who focuses on estate planning.  Questions about how to set up an LLC require a meeting with either a paralegal or our business attorney.  Similarly, questions about taxation will result in an appointment with our tax attorney.

Furthermore, the quality of our paperwork is far and above what could be purchased at other online document sites.

Because the untrue nature of your accusations, unless you can contact us directly within 2 weeks to help with the issues you have, we will consider this post to be defamation, and will seek appropriate legal action.  Please help us to resolve this before it gets to that point.

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#3 Consumer Comment

Excellent Service with Legally Mine

AUTHOR: Dr. W - ()

I have been working with Legally Mine for the past few months and am extremely pleased with their service.  They return my calls promptly and have offered excellent advice and suggestions.  They appear to be very knowledgeable and competent which instills a feeling of confidence that I have chosen the right company.

I feel my case has been relatively complicated and they have been very helpful.  I'm looking forward to a long term relationship with them.

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#4 Consumer Comment

Positive experience with Legally Mine

AUTHOR: DR.RY - ()

My experience with Legally Mine is a positive one.I'm currently in the middle of having my entities set up.

My accountant and I had many questions to ask and did our due diligence to learn more about the company and their services.

I initially learn of the company through a  presentation from a local dental meeting.

Everyone that I spoke with was most helpful ,patient ,and supportive in answering my inquiries at all times.

The staff members all seem to work together as a team. they have different departments that handles certain specialties.

Therefore I may be directed at times to another staff personel who could help me further.

I look forward to a mutual  long term business  relationship with Legally Mine.  

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#5 Consumer Comment

Excellent Service

AUTHOR: Pat Mac - ()

My husband signed up with Legally Mine after we attended a presentation at our local association.  We did our due diligence and checked out the company online.  We found a few complaints and became very cautious and explained our reservations to the Customer Service people.  They were very understanding and did two things for us: 1) told us to bring in out accountant and attorney and 2) provided a reference to me of people who have gone through the program.  

We were extremely please that our fears were proved to be false.  They explained the process to us ever step of the way and were always easy to reach.  The staff was personable and quick to respond.  Our assets are not the most complicated in the world - we only have our home, a practice two rental properties.  However, they accounted for much more than I had anticipated.  

They created a plan that included our children, expenses, person home, limited partnerships and much more.  In the end we are saving more than twice the cost of the program in tax savings.  Again, we were apprehensive. so we had our accountant look at it.  He came back very pleased - some of the information he had to look up in the tax code.  This was very important to us to get a positive second opinion. 

Since we have completed the program, Legally Mine still remains easy to reach with questions.  We have very much liked the continuity program.  They keep track of all our entities, renew them, create meetings and minutes and so forth.  Before we were paying over $500 to a company to do this for 1 entity and we pay them slightly more than that for 6 entities in addition for all the other services they continue to do for us.  I am very happy with the out come and have recommended this to all the other professionals at the association.

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#6 Consumer Comment

Good experience regarding Legally Mine

AUTHOR: Dr Phil - ()

I am writing this rebuttal because I have had an exceptionally  positive experience with Legally Mine.   I also  attended a function whereby a presentation was made by a representative of Legally Mine extolling the benefits of using his company to access their intellectual property ( ie: Trusts, Wills, Estate Planning Tools, Asset Protection Programs, etc.)  in order to help protect myself from frivolous lawsuits and also keep up to date on the latest  and most legal ways to avoid paying unnecessary taxes.  Overall, I feel like I have received excellent service from them and have received an amazing value for the dollars I spent with them. 

     I have  been interested in asset protection programs for many  years, and have explored a number of companies that perform  those kinds of services.  Unfortunately, all of the companies I evaluated charged enormous fees to create these programs, and then very high yearly fees in order to maintain them.  In additon, they advised their clients to set up off shore accounts  to "hide" their assets  in places like the Cook Islands, or wherever.   Legally Mine, on the other hand did no such thing.  The whole program they created for me is U.S. held.   

     In addition, when I researched Legally Mine, I was very pleased to find out that the fees they charged to set up a personalized program was very reasonable.  On top of that, the yearly maintenance programs they offered was also fair and affordable as well, and not mandatory.  There was enough information avaliable for the clients to manage the program themselves if so desired!   

        I  own multiple commercial properties as well as a number of limited liability companies, and needless to say, I have  a very complex estate.     Despite the complexity involved Legally Mine came through with a program that I am very pleased with.  I had my Banker, Insurance advisors, Tax Preparer, Real Estate Agent and Attorney all review the Legally Mine program.  The opinions I got back  from those sources was very positive, especially my real estate attorney.   He  was very skeptical about the whole program at first, but the more he learned about it, the more comfortable he became and ended up being supportive of me engaging their services.    On top of that,  after having reviewed the documents Legally Mine provided and  the services they rendered for the cost they were charging was literally blown away at how affordable the program is.

      Legally Mine has always been available for questions I and my team had concerning their program and has always openly and honestly guided us through this lengthy process. 

     Overally, I feel that Legally Mine was professional in every way possible during the  whole process from initial set up to final completion.

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