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Get to Know Jade
Jade joined Family Estate Planning Law Group in January 2023 and serves as the firm’s Senior Paralegal for Asset Alignment. In this role, she focuses on one of the most important and defining parts of the firm’s process: ensuring that every client’s assets are properly aligned with their estate plan. Without this step, even the most carefully drafted plan may not work as intended. Jade takes great care in managing this process so families can feel confident that their planning will truly protect and provide for their loved ones.
She works closely with clients, financial advisors, and institutions to gather and organize financial information, prepare and file the documents needed to fund trusts, and coordinate asset transfers. Jade also drafts and records deeds for real estate, supports attorneys during asset review meetings, and follows up on every detail to ensure nothing is overlooked. Her proactive communication, strong organization, and commitment to thoroughness make her a trusted partner to families and their advisors.
Jade’s work is central to what sets Family Estate Planning Law Group apart. By making sure each plan is fully funded and kept current as life changes, she helps give families peace of mind that their wishes will be carried out exactly as they intend.
Through the Asset Alignment department, Jade helps families feel confident that their loved ones will be cared for and that when the time comes, their family can celebrate a life well-lived—without the added stress of sorting through assets.
Family at the Heart of Her Work
Family has always been the driving force in her life. Growing up, she and her loved ones were incredibly close, always making the time to see each other no matter how far apart they were. Because of the profound impact her family has had on her, she always knew their influence would shape her career in a meaningful way.
Her grandparents lived in another country, and as they grew older, she saw firsthand how important it was to have a plan in place to ensure they were cared for, even from a great distance. That experience showed her the value of estate planning and the peace of mind it provides to families, allowing them to focus on what truly matters: cherishing their time together.
Education
Jade graduated from the University of Massachusetts Amherst with a dual degree in Political Science and Dance.
Outside the Office
Jade enjoys attending dance classes, practicing nail art, taking long walks with her dog, and spending time with family and friends.
Favorite Quote
“Life is too short to not eat that piece of chocolate”
Favorite Book
Trouble Report: A Story of a Lifetime by Trevor Rodericks and Nalini Raghavan — a book written about Jade’s grandfather’s life.
Best Advice She’s Ever Received
Treat others how you want to be treated.
