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
Across Massachusetts, more families are choosing to live together under one roof. Whether it’s adult children moving in with aging parents, grandparents helping raise grandchildren, or multiple generations pooling resources, […]
Selling a home is a significant financial event, especially when you’re receiving Medicaid benefits. One question we often hear is whether selling a house could affect Medicaid eligibility. In Massachusetts, […]
Many parents want to help their children when it matters most, not just after they’re gone. Whether it’s helping with a first home, college tuition, or starting a business, the […]
