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Jan Wold

Estate Plan Living Trust Trust Administration

We updated our Trust with AmeriEstate and were very happy. They listened to our needs, and we received them in writing to approve prior to the attorney receiving the updates. Once he received them, he called us to clarify a few items. A few weeks later, we received notification the documents were ready for our signature. They were extremely careful during this process due to the Covid-19 guidelines. Overall it was a very easy, and professional experience.

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