Knowing what steps to take in preparation for end of life phase can be complicated, challenging, and overwhelming. Daniel Perry customized my estate portfolio by takin gcare of everything I was concerned about. The planning process was done quickly and Dan was able to answer any questions that I had in a professional and timely manner.
Having my estate portfolio completed by Daniel Perry has provided me with a sense of peace knowing that upon my departure everything will be taken care of, thus avoiding unnecessary burden to my sons' during their grieving time.
All my wishes are in writing and Dan will direct my sons through them, if necessary.Gloria Bishop of LaVergne, Tennessee