Steven Douglas Iverson

I have tried numerous times to get my end of life matters (trust, will, power go attorney, etc.) in order and have never even got to stage one. Upon the recent passing of my half brother, who had no documentation as to his wishes, I contacted Steve through my financial adviser Sheldon Rinkes. Whe...n Steve and I met at our first appointment it was obvious that we had several things in common (military background, carpentry skills, family oriented), and that he knew his business, was dedicated to serving the needs of his clients, and had the character that I feel is necessary to always do the right thing. Being able to immediately relate to Steve on a personal level and realizing the level of expertise he had relative to my need for proper end of life planning, I hired Steve on the spot. He immediately began the process by asking many questions that would allow him to properly document my wishes, contacted my children to obtain their input, accumulated numerous documents from various business and government entities in order to establish the various assets that I hold. After accumulating all of the necessary information I was presented with my "Estate Planning Portfolio", establishing a trust, living will, and various power's of attorney that legally states my end of life wishes. This process was done promptly and professionally, which gives me great peace of mind knowing that with the many documents included in the portfolio and Steve's representation upon my passing, the transition will be an easy one for my children, grand children, and extended family members.