Client
Sheri and her staff are very knowledgeable and professional. They did an estate plan and established a Trust for my parents. Their office transferred all the assets to the Trust. They gave us a binder with the Trust documents, power of attorney, health care power of attorney, list of assets, deeds and helpful checklist for the process before and after their passing. All the documents were located in one place and if I had any questions they promptly responded. They do an excellent job and worked with us every step of the way.