DuPont Wealth - August 2021

STAFF SPOTLIGHT: MEREDITH SMITH

COMMUNITY OUTREACH COORDINATOR

HOW LONG HAVE YOU BEEN WORKING AT THE LAW FIRM, ANDWHAT DOYOU DO HERE?

connections with clients and touch base with them, even about things going on in their lives that aren’t law related.

I also find the work environment here at DuPont & Blumenstiel very satisfying and productive. I love working with my coworkers. The team that we have here is amazing when it comes to working together and being there for each other. WHAT WOULDYOU 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 that you already have in place.

I started working for DuPont & Blumenstiel in 2018 and have since become the go-to client contact person. My typical workday consists of making outbound calls, checking in with current clients and prospects, and assisting in estate planning meetings. I also help out with marketing duties, including any

speaking engagements or webinars that Greg may have.

WHAT IS THE MOST REWARDING PART OF YOUR JOB?

Being able to help people plan for the future and make sure their families are taken care of is rewarding to me. I love to make lifelong

WHAT HAVE WE BEEN TALKING ABOUT IN THE PODCAST?

EPISODE 17: “The Future & Taxes”

EPISODE 18: “Being Ready for the Unexpected”

EPISODE 19: “The Art of Leadership”

EPISODE 20: “The Dangers of Annuities”

WE APPRECIATE YOU

We want to use this space to express our gratitude to the following members of the community who have recently left us a review or have referred someone to our care. Thank you!

Srinivas Gunuku Nassima L

Ranju Mehta

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