Professional Experience:

Elizabeth holds a B.S. in finance from University of Wisconsin-Whitewater.  As a fiduciary services paralegal, Elizabeth assists with all aspects of trust administration, including organizing new account openings, organizing the execution of approved trades, assisting clients with online access to their accounts, processing tax payments, and monitoring irrevocable life insurance trusts.  Elizabeth also assists with post-death estate and trust administration.  This includes valuing and inventorying assets, preparing real estate transfer documents, processing distributions to beneficiaries, preparing estate tax and fiduciary income tax returns, and responding to beneficiary inquiries.