Kendall joined the team as a Client Service Associate in April 2025. She lives in Raleigh with her husband Dan and their playful pup, Annie (otherwise known as Anniedoodle).
She brings a thoughtful, client-focused approach to her work and values being a dependable resource, whether she is assisting clients through important decisions or supporting her teammates behind the scenes.
Her passion for estate planning began after caring for her late grandmother, who lived with Alzheimer’s disease. That experience deeply shaped her perspective and sparked a desire to help other families feel supported, prepared, and at peace during life’s most difficult moments.
Since 2021, she has been honored to walk alongside clients in the estate planning process, offering both guidance and encouragement.
Outside of work, she enjoys curling up with a good book, discovering new restaurants, and visiting her parents in Florida, especially when it means soaking up the sun by the beach.
When a loss or health crisis occurs, families often don’t know where to start.
Because we’ve helped build the plan, we’re here to guide loved ones step by step through what comes next, helping reduce uncertainty during an already difficult time. Just give us a call. Our experienced and compassionate team is solely dedicated to guiding families through the estate administration and probate process.
Answer a few quick questions and we’ll point you in the right direction — no obligation, just clarity. It takes about 60 seconds.
Capability to meet virtually to help all NC residents
