Client Experiences

Macmillan Estate Planning Client Experience

Client Experiences

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 will do the same.

A Letter 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."

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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