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
When someone passes away, heirs often assume their role is passive, simply waiting to receive their inheritance. In reality, heirs are often more involved in the legal, financial, and practical […]
By Guest Author: Michelle Cox, Owner of & Following Seas, LLC We’ve all heard the advice: use strong, complex passwords. Include numbers, symbols, uppercase letters. Don’t reuse them. Change them […]
By: Daniel M. Surprenant, Esq., CELA, Managing Partner I’ve seen firsthand that one of the most important decisions you’ll make when setting up your estate plan is choosing your trustee. […]
