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Estate Planning Tools and Techniques


Name Email Purchase Date Certificate Date Actions Access
Tim Larkin tdlarkin6@verizon.net 2/17/2020 2/26/2020
Jane Warach janehw0205@yahoo.com 2/3/2020 8/26/2020
Vivian Hauer vivian.hauer@comcast.net 1/20/2020
john williams jw17@comcast.net 1/16/2020 1/20/2020
DAVID KOZIK dkozik@outlook.com 12/31/2019 1/5/2020
Evelyn Jean Vaden Evadening@aol.com 12/29/2019
Leila Pendl lpendl45@gmail.com 12/28/2019 12/31/2019
Katie Pehrson Katie.pehrson@wellsfargo.com 12/27/2019 12/27/2019
Virginia Price ginprice@yahoo.com 12/27/2019 12/30/2019
William Bonny bill@hirepowerstaffing.net 12/27/2019
Vic Bucher yourcpavic@yahoo.com 12/26/2019 12/26/2019
Angelo Fecci angelofecci@me.com 12/26/2019 12/27/2019
Randy Epstein randy@randyjoy.com 12/26/2019
Michael Levy mlmow@yahoo.com 12/26/2019
JEFFREY HAMMER jhammer243@yahoo.com 12/22/2019
JAY MADIREDDY MADIREDDY@AOL.COM 12/20/2019 12/30/2019
Richard Weiss rweiss14@gmail.com 12/19/2019 12/19/2019
Jura Park jura.park@yahoo.com 12/17/2019 12/18/2019
Stacey Henry Stacey.Henry51@yahoo.com 12/8/2019 12/10/2019
Amanda Bliss abliss77@gmail.com 12/7/2019 8/30/2020
steven carver steve@carverltd.com 12/6/2019 12/27/2019
Adam Funk afunk@dbc-llp.com 12/3/2019 12/16/2019
Joseph Bellitto bellitto@verizon.net 11/23/2019 9/3/2020
Judah Miller judahmiller@gmail.com 11/15/2019
James Ball sidball34@hotmail.com 11/12/2019 11/25/2019
Lu Lu Ma llma_za@yahoo.com 11/4/2019 11/6/2019
David Smith smithdav_2000@yahoo.com 11/1/2019 12/24/2019
TOM HAUKE thauke@libbusiness.com 10/25/2019 1/4/2020
R. Wes. Kirchhoff WKIRCHHOFF1@ICLOUD.COM 10/17/2019
Kay Stonemetz kstonemetz@cazpclaw.com 10/15/2019 11/1/2019
Charles Williams cew2ndjr@yahoo.com 10/6/2019
Alan Glass alanglasscpa@aol.com 10/6/2019 1/18/2020
Diane King dkingcpa@yahoo.com 10/5/2019 11/28/2019
Josephine Parisi jparisi@cngid.com 9/26/2019 10/15/2019
John Gill Jgillcpa@aol.com 9/12/2019
Lisa Wandrey lawandrey@comcast.net 9/11/2019 9/11/2019
MICHAEL HILL cara101483@cs.com 8/9/2019 10/21/2019
Sonal Patel sonalrpatel79@me.com 7/26/2019 7/27/2019
Pamela L Swarmer, CPA. pswarmercpa@yahoo.com 7/23/2019 12/28/2019
Jennifer Jin jenjin78@yahoo.com 7/21/2019 9/29/2019
Robert Dains rdainscpa@gmail.com 6/29/2019
victoria goodman tgoodman@keanegrp.com 6/10/2019 6/12/2019
Alice Downie addownie@fbi.gov 6/7/2019 6/19/2019
Patsy Berry pberry@cpeincmail.com 3/28/2019 3/28/2019