Your First Step Towards Peace of Mind: Estate Planning Client Support Specialist
Planning for the future is a significant step, and Cortney Jimenez is a Client Support Specialist dedicated to making the first step in planning for the future as comfortable and informative as possible. Understanding that thinking about these matters can feel overwhelming, she is committed to providing a warm and supportive experience through every interaction. Cortney is available to answer questions about estate planning, explain the firm’s process, and schedule document signings. She is committed to ensuring that clients feel well-informed and confident as she supports them through their estate planning journey.
Team Member Since 2024
Let’s be honest—most of us don’t think about estate planning until we absolutely have to. Maybe you drafted a will or trust years ago and thought, “Great, that’s done. I’m all set.” But here’s the thing: estate planning isn’t a “set it and forget it” kind of […]
By Attorney Erin L. Nunes, Esq., Managing Partner As our parents, grandparents, and other aging loved ones grow older, finding meaningful ways to stay connected becomes increasingly important. Many families, […]
Erin L. Nunes, Esq. Managing Partner The start of a new year naturally encourages us to reflect, set new goals, and get our affairs in order. While you might be […]
