Protect Your Legacy.
Jessica SchmitzFunding Coordinator
Phone: (408) 371-6000
Fax: (408) 371-6005
2542 S Bascom Ave #210
Campbell, California 95008
Jessica specializes in trust funding, which is the process of updating your assets to align with your estate planning goals. She has over ten years of experience in exclusively funding trusts. Jessica diligently prepares the paperwork to update ownership and beneficiary changes to make sure your trust is properly funded.
When Jessica is not preparing funding paperwork, she enjoys spending time with her family. She enjoys camping, gardening, hiking, kayaking, waterskiing, or pretty much any outdoor adventure.