Active Estate Planning Clients & status on their matters
Client Name | Product | Next Step | Source | Notes | |
Steve Lahay | RLT (Joint) | Awating CIF | LM | Aggressive Timeline | |
Active Estate Planning Clients & status on their matters
Client Name | Product | Next Step | Source | Notes | |
Steve Lahay | RLT (Joint) | Awating CIF | LM | Aggressive Timeline | |