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Estate Guides, Val Steffen and Bridget Burns contribute a combined 40 years of customer service experience from their work in the corporate sector. Their organizational skills, combined with sensitivity for you and your survivors, can make this service invaluable. Our estate guides can assist you at any stage of trust management, estate planning or administration.
Shown below:
Left: Valerie J. Steffen, B.S. in Finance from Indiana University
Right: Bridget S. Burns, B.A. in Liberal Arts from Indiana University
Memberships:

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