MEREDITH SMITH, COMMUNITY OUTREACH COORDINATOR STAFF SPOTLIGHT:
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 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 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 that 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 that you already have in place.
WE APPRECIATE YOU
WHAT HAVE WE BEEN TALKING ABOUT IN THE PODCAST?
We want to use this space to express our gratitude to the following members of the community who have recently
EPISODE 13: “Seminars, Seminars, and More Seminars” EPISODE 12: “Then vs. Now”
left us a review or have referred someone to our care. Thank you!
Stephanie Falor Janet Stone Ryan Rath Chuck Williams
EPISODE 11: “The Future of AI and Financial
Services”
Subscribe to our show on your favorite podcast platform:
2 | Wealth Solutions 614-408-0004 | Law Office 614-408-0529
Made with FlippingBook Ebook Creator