Courtney is your trusted advisor when it comes to aligning your assets with trust. As Asset Alignment Coordinator, Courtney works closely with the clients during this critical phase in the planning process to align their assets with their estate plan. When the asset alignment is finished, Courtney continues working with clients enrolled in the law firm’s Client Care Program as Client Care Program Coordinator where she delivers the many benefits of the program. She brings an enjoyable and exciting outlook to Team Legacy.