For the past 15 years, I have been working as a Trust & Estate Paralegal. My goal always is to provide high quality work in a cost efficient way, as well as accomplishing the client’s estate planning and estate administration goals and objectives.
Estate Administration (Probate), Trust Administration & Estate Planning:
As a Registered Paralegal, I support all aspects of probate administration, trust administration, preparation of trust and estate accountings, and the preparation and filing of federal and state estate tax returns. I also work with various aspects of estate planning, including estate planning documentation and trust funding.