LifePlan Nebraska is pleased to announce they have hired Cara Carson as the new Client Services Coordinator. She will be helping the firm get more organized and is concentrating on getting the funding and titling process of the estate planning process completed for each customer.
LifePlan Nebraska offers the “Three Step Strategy”, which recognizes that estate planning has to deal with all three parts of the estate process and uniquely ties all three parts together. First, Develop An Estate Plan With Counseling Oriented Planning Partners. Second, Commit To A Continuing Maintenance & Education Plan. Finally, Secure Appropriate Assistance Upon Death to Transfer Wealth & Wisdom. When a client successfully uses Steps 1 & 2 of the Three Step Strategy™, Step 3‘s administration is smoother and less expensive because the estate plan is up to date, family members are educated, and the costs of settlement are predetermined because of agreements made between our firm and the client prior to the client’s death. Other areas of practice include probate, trust administration, guardianship and workers comp.
For more information about LifePlan Nebraska, please call (402) 558-1404 or visit www.dorwartlaw.com.