When my husband passed away we never had a will, and, unfortunately, some accounts that he inherited over the years, were not updated with a beneficiary. I had to open an Estate but it took a lot longer to settle everything. I didn’t want that to happen when I passed. I spoke with Megan a few times and she did not pressure me. She let me take my time and answered all of my questions. She was very compassionate and made the entire experience easy. I learned that when you don’t have your documents updated, it makes things so much more difficult than it needs to be. I didn’t want my children to have to deal with any of that.
