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
Ah, the holiday season. A magical time of year filled with twinkling lights, festive cookies, and at least one family member who believes “Die Hard” is absolutely a Christmas movie […]
In a world that celebrates productivity and constant motion, estate planning often slips to the bottom of the to-do list. Between managing careers, raising families, caring for aging parents, and […]
Spending quality time with family is undoubtedly one of the best things about the holiday season. For those with aging loved ones, this time is especially precious. Beyond making cherished […]
