Here to Help: Client Service Specialist
From your very first phone call, I’m here to assist you. As a Client Experience 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
As we get older, we often face legal, financial, health care, and family decisions that we never expected to make. How will we pay for long-term care? What happens if […]
No. Your personal representative does not have to live in Massachusetts. You can generally name someone in another state, as long as that person is qualified and willing to serve. […]
By Daniel M Surprenant, Esq., CELA | Managing Partner Your home, life insurance policies, and retirement accounts can make estate tax planning relevant even if you do not consider yourself […]
