Words can t express how blessed I am to have found Carol Werelius and Jim Knox at Indicator Information. Not only are they extremely responsive and patient with every little question I have had, they continue to impart additional information as time goes on.
I will never forget my first conversation with Carol when I inquired about obtaining a supplemental trust through a different organization to compliment the mother lode trust. She kindly asked me why would you ever need to get a different supplemental trust? “You have all that you need in the mother lode . I paused and responded you are absolutely right, why would I ! Carol and team are teachers, mentors and coaches! Their wealth of knowledge has given me the confidence and assurance that I can successfully manage my trust and secure a legacy for generations to come.
Again, thank you!