[WSBAPT] Estate Planning Attorney for Client with $10 million+ estate

[Diane J. Kiepe]

Hi Jennifer,

Our firm works with high net worth clients - although we are on the east side, we do have several west coast clients that we take care of just fine.

If they'd like to interview our firm for it's fees, processes, etc., I'd be happy to set that up.


Diane J. Kiepe
Douglas Eden, P.S.
717 W. Sprague Ave., Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jennifer Schreiber
Sent: Friday, September 29, 2023 1:31 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate Planning Attorney for Client with $10 million+ estate

Hi Lovie,

I recommend John Kenney if John Kenney & Associates. https://kenneylawfirm.com/attorneys/

Best of luck,

Jennifer



Jennifer Schreiber

John Kenney & Associates, PLLC
17791 Fjord Drive, Suite 154
Poulsbo, WA 98370

Jennifers at kenneylawfirm.com<mailto:Jennifers at kenneylawfirm.com>

Phone: 360-850-1049

Fax: 360-626-8336
________________________________
From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> on behalf of Lovie Bernardi <lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com>>
Sent: Friday, September 29, 2023 2:13:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Estate Planning Attorney for Client with $10 million+ estate


Hi everyone,



I'm looking for referrals for an attorney to handle estate planning for a client with a larger estate. I assisted in the administration of her late husband's estate and would like to find someone who can help her accomplish her estate planning goals. She has an investment advisor and a CPA that we have been working with. Thanks!



Lovie



Lovie L. Bernardi

Flaherty & Bernardi, PLLC

3600 15th Avenue West #205

Seattle, WA  98119

(206) 682-2616



lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>

http://fb-lawfirm.com<http://sbfirm.com/>



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