Client since May 2026
Client since
May 2026
2 mo
Total Matters
1
1 active
Last activity
3 months ago
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Finalize trust formation docs — Estate Planning
Ranked — the 1st choice pre-selects the meeting type when scheduling.
Opened matter: Estate Planning & Trust Formation · Estate Planning
Mar 20, 2026 · 9:00 AM
Log Entry
Estate Planning & Trust Formation
Trust Signing: Jul 27, 2026
Trust: $3,000
90% complete