Certified estate, trust and retirement specialist! Please call ahead of time for a Saturday appointment!
Frequently Asked Questions
Which days is Estate Planning Coordinator open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Estate Planning Coordinator main services?
Will drafting and preparation, Revocable living trusts, Irrevocable trusts, Power of attorney (financial and medical), Living wills and advance healthcare directives, Estate plan review and updates, Guardianship designations for minors, Beneficiary designations and coordination, Asset protection planning, Business succession planning.
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