Focus Areas

Anne works with Fiduciary’s investment officers and clients’ attorneys to advise clients on trusts and estate-planning matters. She enjoys guiding individuals and families across various life stages, helping them make both current decisions and long-term plans to provide for the people and charitable organizations they care about.

Experience

Prior to joining Fiduciary, Anne owned and operated Port Estate Planning, LLC, a solo estate-planning law firm in Newburyport. Before starting her firm, Anne was a Senior Attorney in the Private Client Group at Ropes & Gray LLP. Previously, she worked at the United States Department of State as a Foreign Service Officer in various global locations.

Personal

Anne lives in Newburyport with her husband and two teenage children. She enjoys the many outdoor activities that Essex County has to offer, including walking, biking, beach yoga, and stand-up paddleboarding.