Streamlining Your Estate Planning Journey: Project Coordinator
Skyler Petter serves as the Project Coordinator, ensuring that all aspects of estate planning stay on track. They work closely with the attorneys and case managers to manage timelines, coordinate tasks, and ensure that all deadlines are met. Skyler plays a key role in making the firm’s systems and processes effective and client-friendly. Their goal is to make the estate planning process as organized and efficient as possible for clients, minimizing stress and maximizing peace of mind.
Team Member Since 2023
We have reached the final week of Feel Good February! Over the last three weeks, we’ve secured your team with the Guardian Duck, organized your assets with the Treasure Duck, and ensured your personal care with […]
Welcome to Week 3 of Feel Good February. So far, we’ve secured our team with the Guardian Duck and organized our assets with the Treasure Duck. This week, we introduce a guide that handles one of the […]
Welcome to Week 2 of Feel Good February! Last week, we secured our “helpers” with the Guardian Duck. This week, we are shifting our focus to the things you own and the […]
