DuPont Wealth Solutions - July 2022

STAFF SPOTLIGHT: SHELBY ROUTT, RECEPTIONIST AND ADMINISTRATIVE ASSISTANT

What is something most people don’t know about you? One thing most people don’t know about me is that I am in the process of creating a small hobby farm/homestead for my family. My boyfriend and I closed on a 5-acre property recently, and we’re very excited to get started! My goal is to create products I can share with the community using the resources

I have at home. I currently have horses and goats and will be adding chickens, cows, and pigs by this fall. We are also creating a large garden and hope to eventually have an active beehive to support it. What would you say to someone thinking about creating an estate plan? I would say just do it! Before working here, I never put much thought into estate planning, but after seeing the sense of peace families feel after signing their documents, I realized I need to take care of my estate as well. I don’t want my two sons to have to worry about what Mom or Dad would want down the road.

What do you do here at DuPont and Blumenstiel?

I started working here in February of 2022 as a receptionist, and since then, my responsibilities have grown. My typical workday includes answering incoming phone calls and helping that caller in whatever way I can. This could be scheduling their first estate planning appointment or simply transferring the call to another member of the team who can best help them. When I’m not managing the phones, I am printing, preparing, and mailing any documents that need to be sent out, assembling estate plan folders, and helping to prepare estate plan documents before signing.

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