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Estate Planning: An Overview


Name Email Purchase Date Certificate Date Actions Access
Karen Yingst ksycpa@verizon.net 1/8/2023 1/9/2023
Karen Yingst ksycpa@verizon.net 1/4/2023 1/5/2023
David Ellis david@ellisandelliscpas.com 12/31/2022 12/31/2022
Mary Saylor mary.saylor@choreoadvisors.com 12/30/2022 12/30/2022
Katie Pehrson kate_pehrson@yahoo.com 12/28/2022 12/28/2022
Eric Keith eckmrb@health.missouri.edu 12/27/2022 12/28/2022
Barbara Montour Mohawkcpa@icloud.com 12/27/2022 12/29/2022
ALEXANDRA KEOGH alexkeys1983@gmail.com 12/26/2022 12/26/2022
Joseph Bobek bobekjoe@aol.com 12/26/2022
Christine Paras crparas@gmail.com 12/4/2022 12/4/2022
Steven Minolfo sminolfo@kemmerer-resources.com 11/16/2022 11/21/2022
Wendy Hutchinson wendy@connectinsurance.com 11/7/2022 11/25/2022
Michael Shearer michaels@generalecology.com 10/26/2022 1/10/2023
Cathy Brunscheon cbrunscheon@baker-colson.com 10/12/2022 12/22/2022
Margaret Barrett barrettmargaret@outlook.com 10/11/2022 12/31/2022
Owen Collins ocollins@ogc-consulting.com 9/7/2022
Karol Griffiths karol.griffiths@gmail.com 8/27/2022 8/28/2022
Mary Larsen mlarsen643@gmail.com 8/9/2022 8/22/2022
Mona Feeley Mona@whipplewoodcpas.com 7/28/2022 9/2/2022
Jami Satterthwaite jlscpa@pm.me 6/29/2022 6/29/2022
James Perry jperry@friedkin.com 6/27/2022 6/30/2022
Troy Bluske troy.bluske@avalara.com 6/10/2022 6/17/2022
Katie Robbins krobbins@hoblitzelle.org 5/29/2022 5/30/2022
Tonya Hart tonhart@comcast.net 5/29/2022 12/30/2022
MARK COLLER COLLERCPA@AOL.COM 5/12/2022 10/2/2022
stephanie ong stephanieong111@gmail.com 3/1/2022 12/19/2022
Robert Abbott bob@dfwcamper.com 2/25/2022 2/26/2022
susan jentho sjentho@rjcpas.com 2/1/2022 2/1/2022
Patsy Berry pberry@cpeincmail.com 1/25/2022 1/25/2022