I have worked in the estate planning and probate field for my entire career, working both in private practice and for several financial institutions. I have extensive experience in both drafting and administering estate plans, as well as representing fiduciaries.
What am I doing – describe your current role and objectives:
I assist clients in all aspects of their estate planning, estate and trust administration and probate needs. From drafting documents to guiding clients through the process, my role is to help them understand and navigate all of the decisions they need to make.
Connections trying to make:
I am always looking to make connections with other professionals who put their clients first.
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