Dedicated to Providing Clarity: Estate Planning Specialist
Taking the first step towards peace of mind should be easy. Brooke Shanahan serves as a Client Support Specialist, who is here to make the estate planning journey as comfortable and straightforward as possible. She is dedicated to answering questions, guiding clients through the process, and scheduling important document signings. Brooke’s goal is to ensure that clients feel supported and informed every step of the way, helping them take the first step toward peace of mind with ease.
Team Member Since 2024
Making a will might seem like a daunting task, but we promise it’s more straightforward than you think. The first step is often the hardest—deciding to get started. The second […]
Every estate plan tells a story of values, priorities, and relationships. When it comes to children you’ve become distant from, deciding what role they should play in your legacy can […]
You’ve worked hard your entire life to build and protect what matters most. Now, it’s time to ensure that your legacy, your wishes, and your loved ones are secure. Many […]
