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LeAnn LaRocco | Client Services Coordinator

LeAnn LaRocco joined our firm in 2022 with an extensive background in customer service.


As a Client Services Coordinator, LeAnn works closely with new clients as they begin the planning process and handles all aspects of client file management, billing, and scheduling.  LeAnn is also responsible for coordinating all administrative matters for the law firm.


As clients move into the maintenance phase of their plan, LeAnn handles scheduling of education programs for both clients and the people they name in their documents to assist in winding down affairs.


LeAnn also coordinates client access to health care powers of attorney and living wills, health care checklists, and a variety of client counseling tools.

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