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Client Experiences

Macmillan Estate Planning Client Experience

Client Experience

We build exceptional relationships

Our primary goal is to Safeguard your Significance and ensure that you, as our client, are able to maintain the quality of life that you deserve. That is why it is so important to us to provide you with high-end, personalized services that we can be proud of. For us, it is all about excellence and ensuring you have the best possible experience.

When we work with a client we endeavor to have them feel:
  • Safe and Secure — that they have ample wealth to protect their income and lifestyle for the balance of their life.
  • Smart — that they have not only created their wealth in the first place but are taking this final step of estate planning as well.
  • Free — that everything is well and it’s time to enjoy life and pursue their passions.
  • Loved — that we care about them and their families and will do what it takes to support them over the generations. We are in their corner.
  • Growing — that we support them in their growth in their life: personally, emotionally, spiritually, and financially, and their estate plan will liberate their heirs to do the same.

Letters From Our Client

"For me this has been a tumultuous year, and I am so grateful to you and your staff for all the work you have done for me and my family following the passing of my dear wife.  

If I was doubtful before, which I wasn’t, I am so happy that I became a client of MacMillan Estate Planning.

The preparation of our documents at the start made the handling of the estate into what seemed like a piece of cake, at a time I was simply incapable of handling the myriad of details in getting it done. We passed the responsibility along to your company for handling of my wife's Will.

Norman Ewing was our main contact, but I am sure that there were other members of you staff who also worked on it. All of the people we had to meet with were excellent. I would like to thank them all, and wish them a very Merry Christmas, and a safe, prosperous and healthy 2017.

In closing, I failed to thank you and the staff at your Christmas soiree, for the invitation. While the parking improved my walking exercise, and my knees protested, the function was very good and my daughter and I enjoyed the afternoon. Thank you so much."


"One of the best days I had was when I first met Sheri. It was shortly thereafter I heard Sheri hosting a radio program on a beautiful and warm summer Saturday afternoon as I was driving. Even after arriving at my destination, I did not want to turn off the radio because I was fascinated by Sheri's topic that afternoon. Her topic of discussion was the intricacies of setting up a family estate plan. 

Since that afternoon, Sheri and her team have indeed set up a family estate plan structured specifically for our family and our needs. Her expertise has provided our family with security, continued return on our investments plus, our family's estate plan is organized in a manner that safeguards all of our interests. Sheri and her team has and continues to provide us with valuable insight with regard to tax and financial planning. MacMillan Estate Planning has given us peace of mind knowing that our family's future is provided for.

In closing we would like to add our most sincere Congratulations and Best wishes to everyone at MacMillan Estate Planning as you celebrate your 20 Year Anniversary."

We are committed to safeguarding your family’s future.
To begin designing your comprehensive estate plan, come in for your complimentary consultation.



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