Compassionate Support During Estate Planning: Assistant Case Manager
We understand that dealing with the loss of a loved one is a deeply personal and often overwhelming experience. Katie Glover is an Estate Planning Assistant Case Manager dedicated to offering compassionate support during this difficult time. She provides a helpful and understanding presence as clients begin the estate administration process. Katie is available to answer initial questions, explain what to expect, and schedule consultations with one of the firm’s experienced estate administration attorneys. Her goal is to provide a sense of calm and guidance as clients navigate these complex matters.
Team Member Since 2022
When someone passes away, heirs often assume their role is passive, simply waiting to receive their inheritance. In reality, heirs are often more involved in the legal, financial, and practical […]
By Guest Author: Michelle Cox, Owner of & Following Seas, LLC We’ve all heard the advice: use strong, complex passwords. Include numbers, symbols, uppercase letters. Don’t reuse them. Change them […]
By: Daniel M. Surprenant, Esq., CELA, Managing Partner I’ve seen firsthand that one of the most important decisions you’ll make when setting up your estate plan is choosing your trustee. […]
