We really enjoy our series introducing the Fleming & Curti, PLC, staff (and we hope that you do, too). In this episode, we talk with legal assistant Jessica Lopez.
Jessica actually has two separate job descriptions. If you call to make an appointment for your estate plan, a guardianship/conservatorship, or any other legal matter, you will first connect with Jessica. She will explain how the first meeting works. She will send you a questionnaire to complete (so we have enough information to figure out what needs to be done and whether we are the right people to do it for you). And, finally, she will arrange for payment of the initial consultation fee.
Her second skillset involves getting estate planning documents signed. Signing your wills and powers of attorney? Jessica handles a large share of the will execution appointments. You will get to meet her in person at that signing.
We are confident that you will like Jessica Lopez. Join us for this podcast episode to get a better sense of her, our office and how we work.