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6 - Breaking the Mold: Personalized Approaches to Estate Planning and Elder Law with Ortego & Urech's Caroline Ortego
Manage episode 398219064 series 3551555
תוכן מסופק על ידי Audrey Ehrhardt. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Audrey Ehrhardt או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
On this episode of What I Wish I Learned in Law School, Josh Elledge of UpMyInfluence speaks with the Partner of Ortego & Urech, Caroline Ortego. At Ortega & Urech, the firm where Caroline practices, they pride themselves on offering more than just legal advice. They specialize in estate planning, Medicaid planning, probate, and even dabble in real estate work. What truly sets them apart, however, is their commitment to providing hands-on, individualized attention to each client. Carolyn emphasized the importance of understanding clients' unique situations, which often allows her to identify additional ways to assist them—options they might not have initially considered.
In an era where many services are becoming commoditized, Caroline believed that offering attentive, high-touch service remained a smart strategy. Her response was simple yet profound: treat clients the way you would want to be treated. This philosophy not only reflects the values of her firm but also ensures that clients receive the kind of service that fosters trust and long-term relationships.
To learn more about Caroline's work, click HERE and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Audrey Ehrhardt's work at Practice42, check out her website at https://practice42.com/.
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