1. Help two different clients get ready to sell a home through probate due to their family or friends who didn’t have a plan in place. Reviewed contracts, title searches, and met with brokers.

2. Work with at least half a dozen families to deal with assets after a loved one has died. Some have effective plans, some don’t. Some require court probate, some don’t.

3. Met with client to design a living trust plan that will smoothly prepare for disability and pass assets at death.

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