My job as your estate planning paralegal is to collect and inventory asset information for the funding process. I will then meet with you at a later date to explain your estate planning documents and handle any deeds that need to be funded into your trust.
Facts About Me
- I love the outdoors and spend most of my summers boating, camping and riding ATVs.
- I enjoy working out and eating healthy.
- I am an avid animal lover.
- I love traveling to beach destinations.
Why I Love My Job
I enjoy helping our clients fund and organize their assets into their trust to ensure their plan works correctly. I take pleasure in educating our clients so that they better understand the funding process and the various moving parts of their estate plan which is key to our client’s peace of mind.