Alexis Merzoyan

I handle Legal Life Planning Sessions and drafting. I am passionate about educating the community on the importance of having an estate plan, ensuring they make informed decisions about their future and the safety of their assets.

One memorable client story I can recall involves a gentleman in a nursing home with rapidly declining health. After his immediate family passed away unexpectedly, his estate plan was outdated.

Our team quickly updated his plan and conducted a bedside signing at the nursing home. Though he passed away days later, we ensured his wishes were respected and appointed a successor trustee of his choice. We continue to guide her through the process, holding her hand every step of the way.

My favorite quote is, “Believe you can and you’re halfway there,” by Theodore Roosevelt. When I’m not at work, I enjoy reading, gardening, going to the beach, and spending time outdoors with my husband and 4-year-old son.