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
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 […]
A last-minute change to a will does not automatically mean someone exerted undue influence. A person can make valid changes near the end of life, even while seriously ill. But […]
The same vacation home can hold years of happy memories and leave your family with hard decisions about money, upkeep, and who gets to use it. You can take steps […]
