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Funding Coordinator

Sherry French

In July, 2007, Sherry French joined The Estate Planning Center service team as Funding Coordinator. Sherry has worked with the public for many years. She brings a wonderful sense of client care to our firm, and is known for her impeccable integrity.

Her primary role is helping us and our LifeSpan clients fully “fund” their living trusts, a critical step in assuring that their estate plans work. She meets with clients for their funding appointment, and follows through with delivery of letters of direction, assets transfer and beneficiary change forms, recording of deeds, and a zillion other kinds of paperwork to see that the funding is properly completed.

Sherry and her husband Ed live in Kell.