Your First Step Towards Peace of Mind: Estate Planning Client Support Specialist
Planning for the future is a significant step, and Ashley Blossom is here to make that first step as comfortable and informative as possible. Ashley is an Estate Planning Client Experience Operations Lead who understands that thinking about these matters can feel overwhelming. She is dedicated to providing a warm and supportive experience from the very first phone call. Ashley is available to answer initial questions about estate planning, explain the firm’s process, and schedule consultations with the appropriate attorney. She is committed to ensuring that clients feel heard, understood, and confident as they begin their estate planning journey.
Team Member Since 2024
By Daniel M Surprenant, Esq., CELA | Managing Partner Your home, life insurance policies, and retirement accounts can make estate tax planning relevant even if you do not consider yourself […]
A last-minute change to a will does not automatically mean someone exerted undue influence. A person can make valid changes near the end of life, even while seriously ill. But […]
The same vacation home can hold years of happy memories and leave your family with hard decisions about money, upkeep, and who gets to use it. You can take steps […]
