Bonnie Blundell

Asset Organization Manager

Bonnie Blundell is a native of New Orleans, having transplanted to the Raleigh-Durham area after Hurricane Katrina.  She loves helping clients get organized with their assets.  She has the knowledge, patience, and persistence needed to successfully work with financial institutions to make sure that the correct account ownership and beneficiary designations properly complete the estate plan.

Experience

Bonnie serves as the Asset Organization Manager at Clarity Legal Group.  Her work focuses on helping estate planning clients properly title assets through trusts of all varieties as well as ensuring that beneficiary designations on retirement accounts and life insurance policies are in sync with a client’s comprehensive estate plan.  This is a key part of ensuring that estate plans function as intended.  She held this same position for several years at a Durham estate planning firm before joining the original team at Clarity. Bonnie’s work at Clarity Legal Group also includes helping families in the administration of trusts of all varieties.  In these capacities, she works closely with clients, their financial advisors and the institutions through which their accounts may be held.

Education

Bonnie has a Juris Doctorate from Loyola University School of Law, in New Orleans and also a Bachelor of Arts in Journalism from Louisiana State University.  She has been licensed to practice law in Louisiana since 1993, where she practiced general civil law, mass tort litigation, and family law.  She is not licensed to practice law in North Carolina.  She was a certified mediator, served on the Editorial Board of the Louisiana Bar Journal, and taught junior high school students law-related education.  Bonnie also was the author of an annual legal research reference publication on liability for 18 years, and continues to judge youth essay contests.

Personal

If her former life, Bonnie was the managing editor of a medical journal, a Girl Scout leader, and a costumed Mardi Gras enthusiast for 40 years.  In her present life, she is an active member of her church (which she helped plant), a sandwiched caregiver dedicated to her two girls and octogenarian mother, and a fan of outdoor festivals, jazz, and good food.  In her future life, she hopes to be a personal historian, and an alternating globetrotter/beach bum.