Here to Help: Client Service Specialist
From your very first phone call, I’m here to assist you. As a Client Service Specialist, I’m often the first point of contact for individuals and families seeking guidance in estate planning and elder law. I understand that reaching out for legal assistance can be a big step, and I’m committed to providing a warm, welcoming, and helpful experience. I’m here to answer your initial questions, schedule consultations, and ensure you feel comfortable and supported throughout your interaction with our firm.
Team Member Since 2023
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. […]