Based on 1 review
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Posted by Jeffrey, a Estate Planning client, Flag
Chris Dang helped me and my family with developing our Trust and Estate Plan. In this development, he interviewed the immediate family, provided clear concise documents and support forms to implement the needed documents and coordinated the processing of the plan through a local financial institution and through the legal process. The final plan was delivered as stated in a timely and well organized to include implementing instructions. Bottom line: A well respected local financial institution reviewed the plan and accepted it without any reservations. Thank you, Chris!