Funding Coordinator

Annette M. Niles

Serving Clients in Corinth and the State of Maine

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Annette M. Niles

Funding Coordinator

Annette guides clients through the essential — but often overlooked — step of funding their trusts. She ensures assets are properly titled and coordinated with the estate plan, helping clients avoid probate and keep their wishes intact. Her thoroughness and communication provide peace of mind during every phase of the process.

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Annette works closely with clients to ensure that trusts and estate plans are properly funded and aligned. Her attention to detail and patient guidance provide confidence through every financial step.