Drafting a Trust
February 25, 2016Planner: Kelley via Financial Helpline
Problem: She needed a special needs trust drafted for herself due to chronic illness.
Suggested Action Steps: I sent her a list of attorneys in her community curated from the local Bar association and Estate Planning Council with a recommendation that she interview the top three.
Results: She found an attorney to draft the trust, giving her peace of mind going forward.
Testimonial: “Thank you so much for all the research you did on my behalf, and for the gold mine of information you sent to me. It is apparent you went above and beyond to investigate my inquiry.” – Financial Helpline Caller