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
Making a will might seem like a daunting task, but we promise it’s more straightforward than you think. The first step is often the hardest—deciding to get started. The second […]
Every estate plan tells a story of values, priorities, and relationships. When it comes to children you’ve become distant from, deciding what role they should play in your legacy can […]
You’ve worked hard your entire life to build and protect what matters most. Now, it’s time to ensure that your legacy, your wishes, and your loved ones are secure. Many […]
