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Kristen and Brandon, Natick, MA

Just a quick note to say thank you for all of your great work over the past few months.  We know we made a very sound decision in selecting you to help us undertake this important planning for our family.  We know we have work ahead of us to complete the funding of our trust and ensure the best for our family– but through your help we are now much more informed and confident to take those steps.  Thank you.

Kristen and Brandon, Natick, MA