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An effective estate plan should strengthen family relationships.  Through our Client Care Program™ we work closely with families to support and maintain these relationships from the first meeting to the settlement of an estate. 


We are humbled we are often the first people our clients call when the unexpected happens.  We are here to support our clients and their families as they face life’s challenges.  Our Client Care Program™ ensures no client is ever alone. 


Our Client Care™ Coordinator, Peter McDermott, MSSA, LISW-S, utilizes his extensive social work background to assist our clients and their families with:


  • Navigating the emotional challenges of life’s transitions;

  • Supporting and serving as a resource for care givers;

  • Providing supportive counseling to beneficiaries as they work through the grieving and settlement process;

  • Managing needs related to a temporary or serious illness;

  • Ensuring a loved one is receiving appropriate care;

  • Maintaining independence to continue to reside at home;

  • Assistance communicating with family members, caregivers, and medical service professionals.

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