Rachel Johnson

Rachel has over 26 years of experience working as a Trust and Estate Paralegal, where she developed deep expertise in estate administration, document preparation, and client support. Her work has always been grounded in a strong commitment to accuracy, compassion, and client service. During this time, she gained extensive experience preparing estate planning documents, managing probate filings, and trust administration. She developed a deep appreciation for the long-term impact of thoughtful estate planning.

Over the past five years, Rachel transitioned into the financial field, working as an assistant to wealth strategists focused on estate planning and wealth management. In this role, she supports the development and execution of comprehensive estate strategies that align with clients’ financial goals and family needs. She collaborates closely with wealth strategists and advisors to prepare documents, coordinate client communications, and ensure seamless plan implementation. Her background in trust and estate law helps her bridge the legal and financial aspects of estate planning for clients. Rachel prioritizes clear communication and detailed organization to help clients feel confident and informed throughout their planning journey. Working alongside wealth strategists has deepened her understanding of financial planning and client service.

One of Rachel’s biggest passions is traveling. She loves exploring new places, learning about different cultures, and trying new foods. In 2024, she had the amazing opportunity to visit Greece, where she enjoyed the beautiful beaches, historic sites, and delicious Mediterranean cuisine. Another important part of her life is her dog, Sophie. She’s not just a pet—she’s truly her baby and best companion.

Rachel is passionate about animals and would love to start volunteering at local dog shelters to help care for and support dogs in need.