MEREDITH SMITH COMMUNITY OUTREACH COORDINATOR STAFF SPOTLIGHT:
of any number of things from drafting estate planning documents, assisting with marketing mailings, checking in with current clients and prospective clients, making outbound calls, and assisting in estate planning meetings. I also help with marketing duties including any seminars that Greg may have. WHAT IS THE MOST REWARDING PART OF YOUR JOB? The most rewarding part of my job is being able to help people plan for the future and make sure their families are taken care of. I love to make lifelong connections with clients and touch base with them even about things going on in their lives that aren’t law or finance related.
I also find the work environment here at DuPont & Blumenstiel very satisfying and productive. I love working with my coworkers. The team we have here is amazing when it comes to working together and being there for each other. WHAT WOULD YOU SAY TO SOMEONE HESITANT ABOUT CREATING AN ESTATE PLAN? The most important thing I could say is to just do it. You never know how short life can be, and you never know what might happen to you or a loved one. Don’t wait 20 or 30 years from now to start the estate planning process. Get it done now. You can always come back and make a change later to the documents you already have in place.
HOW LONG HAVE YOU BEEN WORKING AT THE LAW FIRM, AND WHAT DO YOU DO HERE? I started working for DuPont & Blumenstiel in 2018 and have spent time in nearly every role here. My typical workday consists
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EPISODE 41: “Navigating Long-Term Care With John Broyles” EPISODE 40: “Mastering the Art of Listening With Matt Halloran” EPISODE 39: “Defined Benefit Plans: A Secret Weapon for Small- Business Owners With Brad Barlow”
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