Jessica Kerber,LDP Desert Financial Credit Union

5.0 (3)
From Prescott Valley, AZ
SinceNovember, 2021
About
As a Financial Industry veteran with 15 years of experience, I specialize in Estate Planning. Although it may appear overwhelming, I can show you the steps to take and guide you through the process of establishing your Trust, Wills, and Powers of Attorney to prevent probate. I am certain that I can assist you with pre-planning for your family and ensuring that you achieve the peace of mind you seek!
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Reviews

Service as described 5.0
Communication 5.0
Punctuality 5.0
NW
Although we haven't finished the entire task, I'm content with our progress up to this point.
April 25, 2023
MG
My concerns were very well taken care of by her!
July 18, 2022
NR
Jessica simplified the Estate Plan preparation process, ensuring we comprehended the variances between a Will and a Trust, based on our family needs. Though the idea of executing the documents was overwhelming, Jessica's informative method made it effortless. We can now relax knowing our plan is established!
March 11, 2022