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Katrina Daugherty

Client Service Director

Katrina works almost exclusively with our LifePlan Membership clients to confirm and transfer their real estate and business interests to their trusts or make the proper designations to avoid probate. Katrina works closely with our attorney to review and prepare documents to transfer interests in Ohio and Florida real estate, corporations, partnerships and limited liability companies. She also assists in maintaining company records books and preparing minutes and resolutions of owners and directors.


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