Kari Peterson

As our firm’s Plan Administrator, I assist the Attorneys in the preparation of estate planning documents. This entails working with clients, reviewing client information, and meticulously drafting documents. I try to be that friendly face or voice on the phone that delivers an exceptional client experience that clients simply can't find anywhere else. I also pride myself on providing attention to detail that is second-to-none.

I enjoy being part of a team that always goes the extra mile for our clients. My goal is to make our clients' experience as seamless as possible and to make them feel at ease throughout the estate planning process.