Paula Saurette, Strategic Assistant

Paula is a Strategic Assistant within our Estate Planning practice, where she supports our Attorneys and Private Client Managers.

She frequently coordinates directly with our clients and third parties to ensure that our client's aspirations are fulfilled, fiduciaries are identified, relevant documents are gathered, assets are transferred, and beneficiary designations on accounts are updated to account for the firm's planning recommendations.

Paula is also an accomplished artist; we are grateful to her for sharing several of her paintings in our office.