Member
My clients all come to me because they want to make sure that their assets pass according to their wishes and as smoothly as possible. My clients often finish the process feeling accomplished and like a weight has been lifted off of their shoulders. One of my clients passed away recently. Her daughter came to my office to discuss what steps she needed to take to wrap up her mother's affairs. I explained to her how much simpler the process was going to be than she expected because of how we set up her mother's estate plan. One of the most rewarding parts of my job is to make the grieving process a bit easier for people by allowing them to focus on their loss instead of an administrative court process.
Referral Trigger Response
Oren Ross
Joined on 06/18/2020
Team