Wendi takes something that could be stressful and emotional and turns it into an easy process that gives us peace of mind. Everything is very organized and simple to follow. Receiving an asset spreadsheet with specific instructions on how to retitle everything into our trust was a huge help, and being able to videotape ourselves at this point in time was a really neat extra touch. Wendi is really friendly and approachable, and we feel that we’ve taken a hugely positive step in protecting our family’s assets.
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