Peggs Wheeler, LC

Peggs Wheeler assisted my grandfather with estate planning, and I covered all associated financial costs. At the time of the transaction, my family and I asked that I digital copy be sent to me digitally so that I could keep record, as well. We were told that a copy of the document would be uploaded to their practice management portal, to which I would receive a client login to access documents at anytime.Fast forward to today when I attempted to access and send a copy of the document to my grandfather's insurance broker, on behalf of my family. The document had not been uploaded. I called the practice for assistance but was met with a very callous and condescending office manager, who apparently was disgusted with my lack of knowledge on estate planning (I'm only 33, my apologies for my lack of knowledge). She cut me off at every attempt I had of asking valid questions. I finally pointed out how rude she as being, only to be told that she didn't have time to speak to me and hung the phone up.I was able to call back and speak to an attorney and get help with the issue. It think that it bears stating that the level of customer service and assistance that I received from the office manager is never acceptable. Especially given the fact that I maintained my sense of professionalism throughout a call where the same was not being reciprocated. I mentioned how disappointing my initial interactions with the office manager were, to which he repeatedly brushed off my concerns. While I appreciate his intervention, as the family member of a client and the actual payee, my concerns felt invalidated. I would ask that in the future, Peggs Wheeler do better with the care of their treatment of others. I understand that the employee may have had a bad day that maybe had nothing to with me, but it's never okay to treat others the way that I was.