From Our Clients

“Thanks Steven! Am I ever glad Jiro and I have our estate plans in place, thanks to you and your seminars here at Patelco Credit Union!

I am going through the most exhausting, emotional period in a long time.   A younger brother died intestate (without a trust) with just a small estate but what a barrage of paperwork, VA/Court/Bank visits, etc. just to collect his small bank balance, VA benefits and a gravesite marker! I can't believe the energy it is taking.  And the emotions it brings up just thinking about him!

Thank God my partner and family will not have to go through this for me because now everything is in place!

Thanks, again!"