Short but effective, Shiloh is great!!
Enjoy working with Michelle @
Michelle did a good job of explaining our possible options
Client received status call regarding funding and TrustCare membership.
Meeting to collect Estate Planning Portfolio and begin funding the Trust.
Ryan helps us keep our production running smoothly by ensuring all of our equipment is fully operational and up-to-date.
Client received her Estate Planning Portfolio updates.
Meeting to update documents and answer questions.
Meeting to discuss long term care options.
Meeting to update estate planning documents.
Meeting to review and sign trust amendment.
Video conference with Keystone Law Firm.
Jim and Pamela came in today for an appointment.