Your First Step Towards Peace of Mind: Estate Planning Client Support Specialist
Planning for the future is a significant step, and Cortney Jimenez is an Assistant Case Manager 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
By Erin L. Nunes, Esq. The One Big Beautiful Bill Act (OBBBA), signed into law in 2025, includes several provisions that begin taking effect on January 1, 2027. While much […]
Why completing your estate plan before the holidays can bring clarity, protection, and relief As the holiday season approaches, many families begin focusing on gifts, gatherings, and time together. It […]
A parent’s guide to guardianship and responsible inheritances for children and young adults By Erin L. Nunes, Esq. | Experienced Estate Planning & Elder Law Attorney When parents think about […]
