Member
I was working with a client to evaluate their estate plan and I found out the client did not have a will in place. I set up a three-way email with an estate attorney, so my client could work with the estate attorney to create a will. My client was extremely pleased that I have resources outside of my firm to help them plan for their estate.
Referral Trigger Response
770-971-0216
2876 Johnson Ferry Rd
Suite 100
Marietta, GA 30062
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