As our firm’s Plan Administrator , I also enjoy helping our clients coordinate their assets with their estate plans. This entails meeting with clients, reviewing client asset information and accurately drafting transfer documents to help ensure their estate plans will work as designed. Many clients are initially confused by the idea of funding or coordinating assets, so I am able to put their minds at ease by helping them through this process. Our team goes the extra mile to help each other and our clients.
My previous experience at a trust company provided me with a solid foundation before transitioning to help serve clients at Legacy Law Firm.