Kendra O'TooleMattson, O'Toole & Reed, LLC
My BusinessI service clients in estate planning, probate administration and elder law needs such as Medicaid Planning and preparing for at home care.
Ideal ReferralClient with a home and assets between $100,000 and $500,000 that needs a proper estate plan tailored to their needs.
Top ProductRevocable Trusts & Irrevocable Trusts
Top Problem SolvedPlanning appropriately to protect assets for a family, but be able to apply for benefits for the proper care that is needed.
My Favorite BNI StoryWhen I joined BNI, one of the members introduced me to a Community Sales Director of a local assisted living facility. This partnership led to hosting a seminar on estate planning and having 25 people come and about 12 clients came out of it. That one connection truly created a great relationship that has continued to grow.
My Ideal Referral PartnerAttorneys who do not practice estate planning, Financial Planner, Life Insurance agent, CPA, Banker