CONGRATULATIONS, RACHEL! Our Law Clerk Welcomed A Baby Girl
This winter, Eagle & Fein estate planning coordinator Rachel Jones shared beautiful news with our team: She and her husband, Pete, were expecting a baby girl! We celebrated the growing family in mid-April. During one lunch hour, we decorated the office and invited Pete to join us for a baby shower. It was a wonderful gathering. The pair opened gifts for their little girl, and we were over the moon for them both! (If you follow us on Facebook at Facebook.com/EagleandFein , you already saw the photos of the parents-to-be from our shower.) On April 11, 2022, Rachel and Pete welcomed little Isabella Cara Jones into the world. She is by far the cutest and youngest member of the Eagle & Fein firm family, and we are thrilled to
report that both Rachel and the baby are doing well. Rachel left our firm for maternity leave as our estate planning coordinator, but welcoming a baby is not
she plans to continue her career at Eagle & Fein as our law clerk/summer associate preparing estate planning documents, conducting legal research, and supervising estate
plan funding for our clients. If you speak to Rachel, please join us in congratulating her both on her new baby and this big move for her career. We wish her and Pete the best as they begin this new chapter of life together!
the only exciting development in her life right now. In August, she will officially start attending the Indiana University Robert H. McKinney School of Law in Indianapolis! After maternity leave,
New Estate Planning Portal!
INHERALINK ® IS WAITING FOR YOU
Just in case you missed it: We launched a new digital estate planning and administration client portal for all of our Eagle & Fein estate planning clients! The portal is called Inheralink ® (previously Connect2A), and we created it specifically to help you organize and track your estate plan.
secure, protected by encryption and two- factor authentication.
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Collaborate with your advisors.
Simplify administration during a disability or after death.
If this sounds familiar, we may have already discussed it with you at your last annual meeting. Clients who meet with us annually should also have received a letter with a new user ID and password to access Inheralink ® . If you do not have annual meetings scheduled with us and have not received your Inheralink ® user ID and password, there is no need to worry — that information is just a phone call away. Simply contact our office at 317-726-1714 , give us your old Connect2A user ID or the last four digits of your Social Security number, and we will provide you with instructions to access your Inheralink ® account.
With our new portal, you can …
When you feel ready to log into your Inheralink ® estate planning client portal and explore
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Access all of your estate planning documents in one place. Store important information like your emergency contacts, medical history, the location of your physical estate planning documents, and even your funeral and pet care preferences online in a central hub. Collaborate with us to manage, update, and organize your assets, and beneficiaries. Communicate directly with our team through the secure message center online. Rest easy knowing that your data is safe and
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the new features, visit EagleAndFein.com and click the words “Clients Only” in the banner at the top of the home page. That will redirect you to Inheralink ® , and you can log in from there. We know that you will enjoy all of the new features of Inheralink ® to assure that your assets and beneficiaries are linked to be in accordance with your plans!
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