Appleby Healy, Attorneys at Law, P.C.
Appleby Healy, Attorneys at Law, P.C.
My most recent experience with you was good--you sent a copy of my estate plan to Missouri Trust as I requested. However, I met with Brian berry to review my estate plan on May 6, 2025. It needs to be updated since I am now married. I discussed this and several other changes that I wanted made. One change was to name Missouri Trust as my successor trustee, which has been done. But, other changes were to be made and they have not. Brian was to get back to me on these.
Aug 26, 2025
- William W
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