I work closely with clients from the onset of the matter to the closure. I assist with trust and estate administration, trust funding, preparation of federal estate tax returns; preparation of court documents and filings for Probate, Conservatorship, Guardianship, and Court supervised Trust proceedings; and, prepares inventories and accountings.
I assist clients in marshaling assets, arranging for the appraisal of assets, sale of assets, and the preparation of fiduciary accountings.
Because I have personally been an Executor, Conservator and Trustee on several occasions, I have a strong compassion for our clients and feel that because of these experiences, I am better able to assist them as they navigate through the process and procedures. My thoughtful and compassionate nature assists our clients during their estate, conservatorship and estate planning process.