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
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When a loved one passes away, their will must go through probate before their assets can be distributed. This legal process ensures that the will is valid and that the […]
