Michele J. Sweet

Paralegal

Michele J. Sweet

Paralegal

Michele J. Sweet

Paralegal

500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718

Services

As a paralegal in our Trusts & Estates Practice Group Michele understands the importance of connecting with the client by spending time making certain the client is comfortable with the process at hand.

Michele works with clients on probate and trust administration matters, including:

  • Working closely with personal representatives and trustees to successfully navigate the probate and trust administration process from beginning to end.
  • Working with personal representatives to navigate the probate court system.
  • Assisting trustees and personal representatives with valuing and inventorying assets after the death of a loved one.
  • Assisting estate planning clients with retitling their assets to conform to their estate plan.
  • Assisting attorneys and clients with developing strategies to report assets to regulatory bodies and beneficiaries by working with various institutions to gather and compile the necessary information.
  • Assisting in the preparation of real estate transfer documents and federal tax returns.

A native-Wisconsinite, Michele recently reunited with her home state after a 38-year hiatus in Florida. A lover of the outdoors and a frequent visitor to the family lake house up north, Michele turns to a good mystery/suspense novel or some puzzle time when the weather drives her indoors.

As a paralegal in our Trusts & Estates Practice Group Michele understands the importance of connecting with the client by spending time making certain the client is comfortable with the process at hand.

Michele works with clients on probate and trust administration matters, including:

  • Working closely with personal representatives and trustees to successfully navigate the probate and trust administration process from beginning to end.
  • Working with personal representatives to navigate the probate court system.
  • Assisting trustees and personal representatives with valuing and inventorying assets after the death of a loved one.
  • Assisting estate planning clients with retitling their assets to conform to their estate plan.
  • Assisting attorneys and clients with developing strategies to report assets to regulatory bodies and beneficiaries by working with various institutions to gather and compile the necessary information.
  • Assisting in the preparation of real estate transfer documents and federal tax returns.

A native-Wisconsinite, Michele recently reunited with her home state after a 38-year hiatus in Florida. A lover of the outdoors and a frequent visitor to the family lake house up north, Michele turns to a good mystery/suspense novel or some puzzle time when the weather drives her indoors.

 

500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718

Services