The whole team is so helpful
Personally, I worked with Erin Patterson and other members of her team, including Tricia Stevenson and Erin Kyker, on my Estate Planning update. Included were: Will, General Power of Attorney, and Health Care Power of Attorney. The team is especially knowledgeable, organized, and thorough. They provided much information and gave recommendations in all aspects of the process. We had several meetings, and I was kept informed through the whole process. Thank you for your knowledge, professionalism, and courtesy. I look forward to meeting with you in a few years for a review of the documents, and associated information.