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
Ah, the holiday season. A magical time of year filled with twinkling lights, festive cookies, and at least one family member who believes “Die Hard” is absolutely a Christmas movie […]
In a world that celebrates productivity and constant motion, estate planning often slips to the bottom of the to-do list. Between managing careers, raising families, caring for aging parents, and […]
Spending quality time with family is undoubtedly one of the best things about the holiday season. For those with aging loved ones, this time is especially precious. Beyond making cherished […]
