Are you an Executor or Personal Representative? I can help with estates and trusts.

I am a Registered Financial Consultant, having received my Certificate in Financial Planning from Kaplan College in 2003. I have a wealth of experience with estates and trusts, and I offer my services to Executors and Personal Representatives to help them navigate the paperwork and financial obligations of their duties. It can be a confusing and troubling time for people who are not professionals, but it is very expensive to work with lawyers constantly through the whole process. My service is to “hand-hold” people with these responsibilities. I am especially helpful with finances and accounting for assets. I can help you get closure without a gigantic legal bill.

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