Reviews
Overall rating
Tom
27 Nov, 2024
Kristin was recommended to my wife and me by our investment advisors. After contacting Kristin she provided extensive information on the process to create a customized estate plan and all of the documents to be included, what data she needed from us. Had an initial call to go through our input, answer her questions for us and ours for her. Drafted all documents. Additionally, she welcomed the participation of our investment advisors as a valuable resource in this process. Great to work with!!
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