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Our Staff

LegacyWise® (LW) provides an affordable and unique solution to estate planning needs. Our innovative and interactive technology allows individuals to prepare basic estate planning documents affordably with the guidance and assistance of our trained staff. LW is run by a group of people with considerable experience helping states manage funds for universal vaccine purchase programs, so all children can receive vaccines at no charge, including the privately insured:

Fred L. Potter, Managing Member
Fred has served a broad range of both nonprofit and commercial clients. On the commercial side, he has managed over $3.5 billion in mergers and acquisitions. On the nonprofit side, he has led teams that provide health insurance coverage for the uninsurable in New Hampshire, and helped close childhood immunization funding gaps in New Hampshire, Maine, Vermont, Rhode Island, Alaska, and Washington.

Fred is a past president of the New Hampshire Bar Association. He also has served as the CEO and executive director of the Christian Legal Society, which for more than 50 years has been helping Christian attorneys integrate their faith and practice through attorney and law student fellowship programs, law student mentoring, advocacy of religious freedom, and legal aid services for the poor and needy.

Fred earned a B.A. from Harvard College, an M.B.A. from Harvard Business School, and a J.D. from the University of Michigan Law School. Over the years, he has served on the boards of several private and publicly-held corporations. He and his wife, Mertie, professor emerita of psychiatric nursing, have three children and six grandchildren.

Claire M. Roberge, Controller
Claire earned a B.A. in Mathematics from New Hampshire’s Rivier College and an M.B.A. from New Hampshire College. She has worked in the accounting field for more than 27 years, currently as controller for KidsVax® and LegacyWise®. In her spare time, Claire works with dental and eye glass clinics in developing countries. She is married to KidsVax accountant, Norm Roberge; they have a married daughter and two grandchildren.

Terry Mills, Executive Assistant
Terry holds an A.S. in General Studies from the New Hampshire Technical Institute and an Honors Certificate as a medical secretary from New Hampshire’s Thomas School of Business. Since the late 1980s, she has been supporting small businesses and nonprofits in the legal and health care professions, initially as founder of her own business, Mountain View Office Support. She has also worked as a legal assistant for the law offices of Sulloway & Hollis in Concord, New Hampshire; volunteer coordinator and executive assistant for the Concord Christian Academy; and patient coordinator for a busy orthodontic practice, also in Concord.

Matthew Miller, Client Services Coordinator

Matt has held numerous positions within the financial industry, the banking industry, and in higher education, where he most recently worked for a non-profit organization specializing in student loans. He has also spent many years serving his local church in Concord, NH in their Worship Arts Ministry, both as a leader and a team player. He joined the LegacyWise® team in September of 2015 and is the Client Services Administrator for the company. He and his wife, Mandi, recently celebrated their 10-year wedding anniversary and have 4 children.

Our Extended Team

LW staff are ably assisted by technical, design, and other resources under contract to serve LW and LW's clients. By using an extended network of specializing talent who serve the needs of clients on an as-needed just-in-time basis, LegacyWise® is cost-effectively able to deploy best practices across all operations.

LegacyWise Tax ID: 81-1872331