Jessica Kerber,LDP Desert Financial Credit Union
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Document type
Responds within a day
Introduction: I am an Estate Planning Specialist that has been in the Financial Industry for 16 years. Estate Planning can seem like a daunting task. Let me help you learn and navigate through the process of creating your Trust, Wills and Powers of Attorneys while we guard against probate. I am confident I can help you in pre-planning for your loved ones and providing that peace of mind that everyone is looking for!
Overview
Hired 3 times
Serves Prescott Valley, AZ
Background checked
1 employee
9 years in business
Payment methods
This pro accepts payments via Cash, Check, and Credit card.
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
5.0
4 reviews
5
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Susan G.
Aug 27, 2023
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Hired on Thumbtack
Hired on Thumbtack
Jessica explained every option and guided us through for the right choices for us.
Legal Document Preparation
Cynthia A.
Apr 24, 2023
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Hired on Thumbtack
Hired on Thumbtack
We are not completed with the whole business yet but I'm very satisfied so far.
Legal Document Preparation
Susan P.
Mar 11, 2022
Jessica made the process of preparing our Estate Plan easy. She took time to help us understand the differences between a Will and a Trust for our family situation. The thought of preparing all of these documents was daunting, but Jessica's educational approach really made it simple. We have pace of mind knowing our plan is in place!
Kim L.
Jul 18, 2022
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Hired on Thumbtack
Hired on Thumbtack
She took very good care of my concerns!!
Legal Document Preparation
Credentials
Background Check
Jessica Kerber