Steve Morris is knowledgable and…
Steve Morris is knowledgable and helpful and it is a pleasure working with him.
Colleen Lewis
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Interventionpoint
5.043 reviews
Last reviewed: Feb 9, 2026Do you agree with Interventionpoint's TrustScore? Voice your opinion today and hear what 43 customers have already said.
interventionpoint.comMember since Mar 2026
Interventionpoint is an online company. Based on 43 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed February 9, 2026.
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43 reviews
When one doesn’t know WHAT one doesn’t…
When one doesn’t know WHAT one doesn’t know, having Steve Morris at Interventionpoint as a guide to navigate is a gift. When I showed all the trust documents to my highly regarded financial advisor, he was impressed with the accuracy and precision of the execution of the trust. Highly recommended!
INA PINKNEY
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Great experience with consulting me and…
Great experience with consulting me and helping me gain knowledge of my plan. 5 Diamond
M R Rashard
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Best Trust Company
I am that person, that didn’t want to be bothered with setting up a trust. I didn’t have enough knowledge about it and didn’t want to pay the costs for one and basically didn’t trust anyone. My financial advisor and sister, convinced me to finally set up my trust. They put me in touch with Steve Morris and he was the answer to my prayers. Steve was professional, knowledgeable, patient and always available to answer all my questions and concerns. I feel confident, that I made the right choices and now possess a trust that meets all my needs and will meet all my beneficiary needs in the future. This company has all the bases covered. Couldn’t have found a better company to meet my needs and for a reasonable cost. Thank you Steve!!!
MHL San Diego
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Protecting our assets for the future
The expert advise and guidance we got to help us protect our assets for the future was informative and empowering. The process was easy and understandable and the follow ups help with buttoning up all ends of out estate, could not be happier.
Merril Hoge
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Top level expert
Top level expert. Very helpful from beginning to end. Highly recommended
CL
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Steve Morris help us through every step…
Steve Morris help us through every step of the process. He was a great listeners and answer all of are questions. He was great to work with. I would recommend him to anybody. He's the best at what he's does.
Charles Bates
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My entire family had a wonderful experience!
My entire family had a wonderful experience. Steve made the process of setting up a trust and creating medical directives easy, and he was always available to answer any questions. I’ll be recommending Interventionpoint to all my friends!
Danielle R.
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Steve is patient and helped us step by…
Steve is patient and helped us step by step.Steve was always available and he is still helping us whenever we have questions. We now have peace of mind knowing everything has been taken care of with our trust and will.Great Customer Service.Steve goes out if his way to help us and make the process go smoothly.
Mark Gastineau
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Very detailed explanation of the…
Very detailed explanation of the process!Steve has been very patient in walking through the entire process of setting up our main trust and charitable remainder trust. Our estate had a bit of complexity, and Steve made it very simple to get everything set up just the way we wanted. It really gives us a huge peace of mind knowing our estate is in good hands.
Kevin Payne
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Extremely happy...
This group was so amazing at taking the time to explain all of the nuances of the trust process as well as strategies associated with estate planning. As an NFL alumnus, it was great to have a safe space to not only work with but learn the ins and outs of legacy planning and implementation.G. Jones
G. Jones
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My experience with Steve Morris…
My experience with Steve Morris regarding the creation of a trust was exceptional. Steve took the time to explain every aspect of the trust and the additional documents needed to protect my assets and my benefactors. Steve asked questions that I never would have considered and made me comfortable about doing something I put off for years.
Jeremiah
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Steve was very informative,thoughtful…
Steve was very informative,thoughtful and detailed oriented throughout the process!
Blaine Bishop
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Steve at Intervention Point
Steve was great to work with. Prompt and very informative.
P Chaffey
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Steve was patient and thorough going…
Steve was patient and thorough going through paperwork. Speedy response for final paperwork.
phoebe shourds
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Trust Steve Morris
Steve made me feel very comfotable in this process and the decisions made for my specific trust that fit me best...Thx you Steve!
roger harper
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Great service
Great service
lionel Dotson Jr
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Fantastic Service and Expertise
Fantastic Service and ExpertiseI wanted to give a big shoutout to Steve Morris for being an absolute lifesaver during the trust process. Seriously, this guy is a wizard when it comes to this stuff! Steve's knowledge and assistance were like sunshine on a cloudy day. Trusts can be complicated, but he made it feel like a breeze. Now that everything's all sorted out, my family and I can finally breathe a sigh of relief. Knowing that we're protected and secure, thanks to Steve's expertise, is such a weight off our shoulders. So, if you ever need help with trusts, Steve Morris is the person to go to – trust me on that!
Raymond Albanesi RHAJ
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Steve Morris, the Consummate Professional
Steve Morris was not only the consummate professional for help with my Trust, but also was courteous, showed patience answeringmy many questions, and put together a document that my husband and I are very happy with.
Eileen Brown
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My experience.....
My experience with the company has been above reproach. They are friendly, Knowledgeable, thorough and full disclosure. It is worth the cost. Mark C.
Mark Chester
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According to TrustPlane, Interventionpoint has a 5.0/5 rating based on 43 verified reviews as of March 2026. Source: trustplane.app/company/interventionpoint-com