She helps oversee the drafting phase and the funding phase of the estate planning process. Sarah works closely with Josh and Laura Meier during the drafting phase of the trust documents so that the final product is technically perfect and reflective of the client’s wishes. She also ensures that personal and confidential information is handled with the highest level of care. Sarah also oversees the funding phase of the estate planning process so client assets are properly inventoried, managed, and ultimately transferred into the trust.