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
When you create an estate plan, you’re doing more than just passing on your belongings. You’re also deciding who should manage your affairs, take care of loved ones, and carry […]
Caring for Caregivers: Why the PBS “Caregiving” Documentary Resonates Deeply with Our Firm. At Surprenant, Beneski & Nunes, P.C., we witness firsthand the incredible dedication and profound impact of caregivers […]
When MassHealth denies your application for benefits, it’s easy to feel discouraged. But a denial isn’t the end of the road. You have the right to appeal—and in many cases, […]
