STAFF SPOTLIGHT: JULIA DUPONT, CLIENT EXPERIENCE OFFICER
How long have you been working at the law firm, and what do you do here? I started working for DuPont & Blumenstiel in 2017 at the front desk. Since then, I have transitioned to working
after a tragedy has happened in their family. I’m thankful to have the opportunity to support them in whatever situation they might be in. What would you say to someone hesitant about creating an estate plan? I would say to just get it done. A lot of times, people are hesitant because they don’t want to think about what happens when they die. But, it only take a couple hours of your time to gain that relief of knowing that you have your documents in place should anything happen to you. It’s one less thing your family has to worry about. I also want to let our clients know that there are many employers these days that offer legal services as part of your employee benefits. If that is something you have, I recommend that you take advantage of it. You can usually get a whole estate plan done for very low cost to you.
more directly with the attorneys and clients on estate plans. My day usually
consists of many meetings with our clients. I help out with all aspects of the estate planning process, from the very first meeting to the signings. I’m also responsible for many back-office duties including HR, accounting, and staff training. What is the most rewarding part of your job? I find it very rewarding to be able to help families every day that are having a hard time. Sometimes people don’t like to come here because they think estate planning is scary. Other times, especially during probate litigation, people come to us
WHAT HAVE WE BEEN TALKING ABOUT IN THE PODCAST?
EPISODE 18 : “ Financial Resiliency and Being Ready for the Unexpected”
EPISODE 17: “ The Future and Taxes”
EPISODE 16 : “ Let’s Go Back to Basics — Part 4”
EPISODE 15: “ Man on a Mission —
With Guest Matt Zagula”
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