FAQ Friday: Learning

On Friday, March 21st, Catarina Stevens, our new administrative assistant shares what she has learned working with our firm.

From client intake to document preparation, Catarina has been able to be involved in many aspects of our processes. Catarina spends most of her time in the client intake process. She has learned how crucial intake is in setting the tone for our client’s entire experience with our firm.

The ability to structure a trust in such a way as to protect and manage assets for a family has been fascinating.

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Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.