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
Losing a loved one comes with many challenges, and probate court hearings are often part of the process. These hearings give the court a chance to oversee the estate, confirm […]
A strong estate plan gives you control over your future and protects the people you care about most. Without one, the court may decide who receives your assets and who […]
Many people assume that when a spouse passes away without a will, the surviving partner automatically inherits everything. In Massachusetts, that’s not always the case. State law determines how assets […]
