Jessica Kerber,LDP Desert Financial Credit Union

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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 5 times

Serves Prescott Valley, AZ

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1 employee

10 years in business

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This pro accepts payments via Cash, Check, and Credit card.

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I travel to my customers

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

5.0

4 reviews

5

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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!

Susan G.

Aug 27, 2023

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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

We are not completed with the whole business yet but I'm very satisfied so far.

Legal Document Preparation

Kim L.

Jul 18, 2022

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Hired on Thumbtack

She took very good care of my concerns!!

Legal Document Preparation

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Jessica Kerber