Skip to main content

Customer story · Elliott Feldman Law Group

Securing Inheritance Protection and Peace of Mind Through Comprehensive Trust Planning

Lisa Floyd · Recorded 12/1/2025

Captured on
Share One · December 1, 2025
Content fingerprint
25f1b39d4326699a
FNV-1a-32x2 over this page's video URL, capture timestamp and transcript — recompute it to confirm nothing was altered after publication.

Lisa Floyd turned to Elliott Feldman Law Group to transition from having no will at age 70 to a fully organized estate plan. The most concrete result was the creation of a trust that protects her children’s inheritance from lawsuits and divorces, providing her with total peace of mind and a finalized process within a few months.

At a glance

Primary Use Case
Creating a trust to protect children's inheritance from lawsuits and divorces.
Reported Result
Complete relief and a finalized estate plan after years of procrastination.
Time to Value
A few months from the initial seminar to completion.
The aha moment... was when he was talking about the trust and how I could protect my money for my kids so it would be protected for them.
I would say it probably took a few months from beginning to end, but it's such a relief now. I don't have to worry about it.
You have the time to make up your mind. There's no pressure at all.

The interview

What led you to seek out estate planning services at this time?

I've been wanting to do a will. I kind of have put it off. I'm 70 years old now and I've been putting off doing the will and I didn't have enough information. I think I found it on Facebook where you were having an online seminar that I could join.

What was your experience with the initial workshop?

I sat there and I listened for it. I think it maybe lasted a half an hour. Listened through it. Was really interested in it. Didn't make any kind of commitments because I found you on Facebook. I had to get off and I did all my little research online to find out where y'all were from, how long you've been in business, and read the reviews.

What was the specific 'aha moment' that made you schedule a call?

The aha moment when I decided to schedule the call and go through with the call was when he was talking about the trust and how I could protect my money for my kids so it would be protected for them. So anything that happened to them, any lawsuits, any divorces, any I don't know what, the money was theirs and no one else could touch it.

What was the best part of working with the firm?

The best part of working with Elliot Feldman at the law firm was the organizational part of the process. It started out with the seminar, then our initial phone call where everything was explained—how it worked, the pricing, and how it would work going forward. Then they set up times for each individual process.

How did the firm handle communication and scheduling?

Before each process, they spoke to you about it. You had plenty of time to get ready. They scheduled the time, a day or two before. They said, 'okay, this is when it's gonna happen,' and the day it was supposed to happen, it happened. You got on the phone or you got online and you did that part of the process.

How long did the entire process take and how do you feel now?

I would say it probably took a few months from beginning to end, but it's such a relief now. I don't have to worry about it.

How flexible was the firm when your needs or circumstances changed?

I was able to change my answers. I was like two-thirds of the way finished at one point and changed my trust in them. So we started working back on that. And then towards the end, I became sick and I needed the information sent to my trustees and they did that. Even though the process wasn't completely finalized, the information was given to my trustees so they'd have everything that they needed.

What would you say to someone who is hesitant about working with the firm?

I listened to the seminar first before I even spoke to anybody online. That gave me time to do my Google research to see what I could find. I like what I saw and just take the process a step at a time. You're not stuck with going with the law firm right there at the beginning. There's no pressure at all.

Frequently asked

Is Elliott Feldman Law Group a legitimate firm if I found them on Facebook?

Lisa Floyd initially had concerns because she found the firm via a Facebook ad. She resolved this by attending their 30-minute online seminar and conducting independent research on their business history and reviews before committing.

Can I change my mind during the estate planning process?

Yes; Lisa Floyd noted that she was able to change her answers and modify her trust even when she was two-thirds of the way through the process, describing the firm as very easy to work with.

What happens if I have a health emergency before my trust is finalized?

When Lisa became ill during the process, the firm proactively sent necessary information to her trustees so they would have what they needed even though the plan wasn't completely finalized.

Full transcript

I've been wanting to do a will. I kind of have put it off. I'm 70 years old now and I've been putting off doing the will and I didn't have enough information and I think I found it on Facebook. I think something may have come up on my Facebook page where you were having a seminar, an online seminar that I can join. And so that was what I did. I sat there when it was time. I sat there and I listened for it. I think it maybe lasted a half an hour. Listened through it. Was really interested in it. Didn't make any kind of commitments because I found you on Facebook. Wasn't really sure who you were, so I had to get off and I did all my little research online to find out where y'all were from, how long you've been in business, know, read the reviews and. I don't know if y'all called me or I called you. I think y'all may have called me and wanted to know if I was interested and I said yes. The reason why I watched Elliot's workshop is that there was an aha moment. So the aha moment when I decided to schedule the call and go through with the call was when he was talking about the trust and how I could protect my money for my kids so it would be protected for them. So anything that happened to them, any lawsuits, any divorces, any I don't know what, the money was theirs and no one else could touch it. tThe best part of working with Elliot Feldman at the law firm was the organizationalpart of the process. It started out with, of course, the seminar that I went to. Then it went to our initial phone call where everything was explained, how it worked, the pricing, how it would work going forward. And then they set up times for each individual process. And before each process, they spoke to you about it. And you had plenty of time to get ready. mean, you knew, I mean, they scheduled the time, a day or two before. They said, okay, this is when it's gonna happen, the day it was supposed to happen. It happened, you you got on the phone or you got online and you did that part of the process. And I would say it probably took a few months from beginning to end, but it's such a relief now. I don't have to worry about it. I guess the other part that I enjoyed with working with the firm was I was able to change my answers. I was like two-thirds of the way finished at one point and changed my trust in them. So we started working back on that. And then towards the end, I got a little bit, I became sick, something was going on with my health and I needed the information sent to my trustees and they did that. They went ahead even though the process wasn't completely finalized. The information was given to my trustees so they'd have everything that they needed. So they're very easy to work with. Responded to my calls when I had my questions, which were a few at times. Well, if somebody's hesitant about working with Elliot Feldman, I would, in my case, what I did was I was already interested. So I listened to the seminar first before I even spoke to anybody online. I listened to the seminar that gave me time to do my, I guess you can say my Google research to see what I could find. I like what I saw and just take the process a step at a time. You're not stuck with going with the law firm right there at the beginning. You have time to process the information from the seminar to the first hour call that you have with them. You have the time to make up your mind. There's no pressure at all.

About Elliott Feldman Law Group

Elliott Feldman Law Group logo

Elliott Feldman Law Group

Official site: efeldmanlaw.com

Elliott Feldman Law Group is an estate planning firm serving families in Texas, Florida, and Ohio. They specialize in creating comprehensive plans that go beyond traditional wills to keep families out of court and conflict. By focusing on protecting both physical assets and personal values, they ensure a seamless transition for loved ones and provide clients like Lisa with the peace of mind that their legacy is secure.

Industry
Estate Planning Law

Topics

  • estate planning
  • trust administration
  • senior citizens
  • asset protection
  • legal services
  • peace of mind

Watch next

How this story was recorded

Is this a real, verified customer review of Elliott Feldman Law Group?

Yes. Lisa Floyd recorded this on video through Share One, so you can see and hear the person behind the words rather than reading an anonymous text review. Businesses that want verified video reviews like this one use share.one.

Recorded and verified with Share One. Published as recorded — unpaid, unscripted, and attributed to a named person.

Collect your own customer stories at share.one