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Meeting with Professionals

Meet with your Guided Professionals

1 h
250 US dollars
Customer's Place

Service Description

Meeting with Attorney or Estate Planner to discuss drafting o Revisions of Drafting o Meeting with client for review of drafting revisions o Meeting with Attorney or Estate Planner for revisions o Review of Final Documents o Witness or Mobile Notary for Documents if needed.


Contact Details

4806002455

estatexpert@outlook.com

891 East Gail Drive, Gilbert, AZ, USA


Connect with Us

Theresa became Licensed by the Arizona Supreme Court as a Fiduciary in 2018.  During her career she has administered a variety of different cases including Power’s of Attorney, Conservatorships, Estates and Trusts.  With hard work and dedication, In 2019 Theresa was awarded the Rising Star Award from the Arizona Fiduciary Association (AFA). Currently, she serves as a member of the AFA Board and Education Committee. Theresa specializes in Special Needs Trust Administration and has trained with top professionals across the nation at Stetson Law and The University of Texas.

1-480-600-2455

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