Client Services Coordinator
Shannon Carew
Shannon Carew is a dynamic Client Services Coordinator at The Parents Estate Planning Law Firm, having joined the team in 2024. With a Bachelor of Arts in Business Communications from Massachusetts College of Liberal Arts, Shannon brings empathy, a warm smile and a fresh perspective to the firm. Her presence in conversations is both inviting and full of care, which is invaluable for our clients, potential clients, and our team.
Residing near Acton, Massachusetts, after relocating from New York, Shannon and her husband Joseph, along with their beloved orange cat Toulouse, are fully immersing themselves in the New England lifestyle. Shannon’s free time is often spent exploring local museums, quaint towns, and scenic hiking trails. She is an avid Boston Bruins fan and enjoys relaxing moments on Lake Winnipesaukee with her family and friends. Shannon also cherishes her role as an aunt to her nephew, Cole, who recently celebrated his first birthday.
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Professionally, Shannon is dedicated to enhancing your client experience at The Parents Estate Planning Law Firm. Her role as a Client Services Coordinator involves the crucial first steps of client interaction where she builds trust and sets the stage for your journey through estate planning. Shannon’s approachable demeanor and expert communication skills make her an invaluable asset to both the firm and our clients.
Our Client Services Process
When you express interest in our services, Shannon is the typically the first person you meet. She plays a pivotal role by educating about the benefits of estate planning, particularly how it can protect your loved ones. Her initial conversations are not only informative but also comforting, ensuring you feel valued and understood.
When you schedule your Family Wealth Planning Session, Shannon will outline our process for engaging new clients. This is a two-hour, attorney-led meeting that can be conducted either via Zoom or in our office. During this session:
- First Hour: The attorney spends time understanding your goals and desires for your family and assets. This involves a detailed discussion about the current state of your estate and how you envision your future arrangements.
- Planning and Pricing: Towards the end of the first hour, the attorney shares our planning levels and pricing structures, helping clients choose the plan that best suits their family’s needs.
- Second Hour: If you decide to proceed, this time is used to start designing your personalized estate plan.
- Follow-up: As our client, you will be invited back approximately six weeks later to sign your documents, leaving with the peace of mind that your estate plans are in place.
Protect Your Family's Future with Shannon Carew
Are you ready to secure your family’s future? Schedule a Planning Session with Shannon Carew today and explore how tailored estate planning solutions can bring you peace of mind. Click the button to schedule now or give us a call at (978) 263-6900 to get started today.
