Intake Coordinator Jennifer Johansson

Meet Jen, our dedicated Estate Planning Intake and Funding Coordinator. A multitasking maestro and proud working mom, Jen brings a unique blend of professional expertise and personal experience to our team.

Jen ensures a smooth and efficient intake process. Her attention to detail and commitment to client satisfaction make her an invaluable asset to both our team and the families we serve.
Her role involves guiding clients through the initial stages of the planning process as well as helping them to properly fund their trust upon completion.

Jen is a devoted mother of 7 kids who understands the delicate balance of managing a career while nurturing a bustling household. Her firsthand experience as a working mom fuels her determination to make the estate planning process accessible and stress-free for families with diverse needs.