Compass Estate and Tax Planning Reviews

Nicholas Brancato 2026.01.27

     

Stephen and the team at Compass were an absolue pleasure to work with. Steven goes above and beyond just putting together the legal documentation needed - he also is intentional and takes time throughout the process to throughly explain why he recommends things top be a certain way.

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Reply from Compass Estate and Tax Planning 2026.01.27

Thank you, Nicholas. We’re thrilled to hear you enjoyed working with Stephen and the Compass team and that his thorough explanations made the process clearer. We’ll be sure to pass your kind words along. If you need anything else in the future, we’re here to help.

Vicki Elkins-Earl 2026.01.26

     

My husband and I worked with Steve to prepare a Will and Trust to secure the future for our two young adult children. Steve was extremely patient and friendly as he guided us through every part of the planning process. We left after signing with detailed instructions of next steps as well as a professional and organized portfolio containing copies of everything our children will need when the time comes to use the documents inside. I highly recommend Compass Estate and Tax Planning for your estate planning needs.

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Reply from Compass Estate and Tax Planning 2026.01.26

Thank you, Vicki, for the wonderful 5-star review and for trusting Compass Estate and Tax Planning with your family's estate planning. We're glad Steve made the process clear and left you with a professional, organized portfolio and next-step instructions to secure your children's future. We appreciate your recommendation and are here anytime you or your family need further assistance.

Louise Camalier 2026.01.12

     

I’m so thankful to be a client of Compass Estate and Tax Planning, and in particular, Steven Lundberg. I don’t say this lightly — I implicitly trust Steven with all of my estate planning matters and those of my family. He earned this trust by his unwavering attention to detail, his care for his clients, and his steadfast moral compass. When you work with Steven, you’ll quickly realize that he’s not your average attorney—he’s a problem solver with a creative mind, and comes up with “outside of the box” solutions to complex estate planning matters. Above all, Steven is a wonderful human being and treated my elderly mother with dignity and respect during her estate planning process. His kindness and care towards her left a huge impression on me. They truly don’t make attorneys like Steven any more. I cannot speak highly enough of him and his firm.

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Victoria Solbert 2026.01.09

     

Steven was incredibly helpful and accommodating to our needs.

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Ash Patel 2026.01.07

     

Extremely satisfied with the entire process of setting up our living trust and other life documents. Steven was very detailed and informative during the initial consult and the approach he took to help us understand our options. Steven was quick to respond to queries about the documents and guide us during each step of the process. Steven was very patient with our multiple questions as well as our need to take time to absorb all the material before we proceeded forward at each step. We will be using Steven for other estate planning and tax consultation needs I highly recommend anyone looking for estate planning or tax planning to speak with Steven. I am certain that after the first consult you will choose him as your estate and tax planning attorney.

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Allison Lampuri 2026.01.06

     

Steven worked under significant pressure to get my will and trust completed in a very tight timeframe, even over the holidays. He went above and beyond to make sure everything was done correctly and on time. What really stood out was how clearly he explained every detail, breaking things down in a way that truly made sense. I felt informed, confident, and supported throughout the entire process. I highly recommend Steven.

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Melissa McGrath 2026.01.05

     

Steven was great and easy to work with! I highly recommend.

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Narayan Rajaram 2026.01.03

     

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Olu Oyeneye 2025.12.23

     

I had an excellent experience working with Steven on my deed transfer. He was professional, knowledgeable, and extremely thorough throughout the entire process. Steven took the time to clearly explain every step, answered all of my questions patiently, and made what could have been a complicated legal matter feel smooth and stress-free. His attention to detail and responsiveness gave me complete confidence that everything was handled correctly. I truly appreciated his expertise and dedication, and I would highly recommend Steven to anyone in need of a reliable and trustworthy attorney.

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Elena Flannery 2025.12.18

     

Steven was exceptional to work with. His expertise as both an attorney and tax advisor truly stood out. He explained every detail clearly and thoroughly, making complex matters easy to understand. We greatly appreciated his professionalism, knowledge, and attention to detail, and we would highly recommend him.

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Scott A. Selis, Esq. (Selis Law Firm) 2025.12.16

     

I had the pleasure of chatting with Steven Lundberg at a 3-day conference last week in Orlando. During the times we chatted, he proved himself knowledgeable and desirous of helping others. I would recommend him to anyone.

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Emily Buckley 2025.12.13

     

Extremely knowledgeable and easy to work with. You can tell Steven really knows his stuff and cares about doing things the right way!

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Noah Crawford 2025.12.12

     

Had a great experience collaborating with Steven Lundberg at Compass Estate & Tax Planning. Clear communication, organized, and genuinely easy to work with. He brings a great energy to projects and makes the process smooth and enjoyable. Would happily collaborate again.

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Kalista Kornegay 2025.12.11

     

They provided so much helpful information when my Uncle (who was also our family CPA) passed. He did not have a will or any children to pass his estate / CPA related matters to which really complicated things thr our family. They provided us documents, links, and forms to help us get moving in the right direction. I really enjoyed working with them and would recommend them for all your estate needs!

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Michael E Wells 2025.12.11

     

Compass Estate & Tax Planning and Fillon Notory both, were Superior! The both staffs were intelligent, very attuned to my unique set of personal circumstances. They all carefully listened while preparing flawless documents on multiple end of life issues. I could not speak highly enough of the lead atty./owner's to include the local Public NOTARY on whom they rely. All associated costs and expenses were found to be more than reasonable. Again KUDOS! I Highly recommend both organizations if you want the work done right! MW

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Brooke 2025.12.11

     

Steven is so knowledgeable, patient, and incredibly thorough. Haley is fantastic and made a complicated process easy to understand and guided me with genuine care. I highly recommend their services.

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Chantel S 2025.12.11

     

Steven assisted me in seeking the appropriate resources for my needs. Such integrity and care is invaluable, not to mention rare. Definitely recommend!!!

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Nicole Skor 2025.12.11

     

Steven is great! My husband and I really enjoyed sitting down and speaking with him about our future. He explained to us what kind of options we had, including putting our house in a trust. He was patient and kind and I would definitely recommend going to see him!

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Señor Skor 2025.12.11

     

Steven is a lawyer who knows what he's talking about. He is a problem solver and was very patient with us. I also got the feeling that he had a knowledge base of things outside of law which made me feel like he could relate to our specific needs. Overall definitely recommend him for tax or estate planning.

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George Hatcher 2025.12.10

     

Dedicated & extremely smart at his job. Help me with an issue of my estate! Steven is my guy for this point on. Highly recommend.

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