Trust & Estate Paralegal
Emily works as a full time Trust & Estate Paralegal Assistant. She assists our Trust & Estate Coordinator in preparing probate and trust documents for the court and collecting information from our clients. Emily corresponds with clients, assisting them in collecting the proper data needed from their banking institutions and brokers to produce accurate documents to complete an estate. Her job entails keeping precise records for clients to assist them in completing a loved one’s estate or maintaining their trust assets. In addition to helping clients, Emily assists our Trust & Estate Coordinator in maintaining files and organizing the department to maximize efficiency for our clients.
Emily currently has her associate’s degree in science and is working towards her bachelor’s degree in paralegal studies. She attends Charter Oak State College where she is a full time student. When not at work or school Emily enjoys yoga, kayaking, baking, and visiting Rhode Island with her family.