“With estate planning, it's important to understand the big picture before diving into the detail. I am here to assist clients, always keeping their long-term objectives in mind.”
I believe in being a good and compassionate listener with the goal of understanding our clients’ needs so that I can assist my team in delivering exceptional comprehensive services.
As a well-rounded paralegal with experience in various aspects of the law, I bring a broad perspective to my role. I am a reliable resource and key point of contact for clients, attorneys and colleagues. In my role as a paralegal in the estate planning, trust and probate group, I am responsible for:
coordinating probate and trust administration, including: collecting assets, preparing pleadings, inventories, and accountings
guardianship and conservatorship administration and pleadings
preparing and filing fiduciary tax returns
reviewing estate planning documents
working with clients to collect needed information and assist with beneficiary designations
real estate deeds and related assistance
We are often times dealing with clients at a difficult time whether it’s because of the loss of a loved one or the challenges of navigating their role as a fiduciary. It’s important to me to be a valued resource for my team and our clients no matter the circumstances.
