Janice has more than 25 years of experience as a paralegal in the areas of estate and trust administration.
Collaborating on the firm’s Private Wealth team, Janice works closely with attorneys and clients as they design, draft, fund, administer and close revocable trusts, wills, financial durable powers of attorney, healthcare durable powers of attorney, living wills, family and marital trusts, life insurance trusts and other plans. Her years of insight are appreciated as she helps individuals, couples, families and legal teams navigate details such as:
- Tax returns
- Account maintenance and reconciliation
- Beneficiary issues
- Real estate transfers
- Guardian and conservatorship
Janice’s ability to facilitate technicalities throughout complex and sensitive legal planning is the same detail-oriented and naturally individualized approach she takes to each client’s estate planning and trust matters. Her favorite aspect of paralegal work is connecting with each client and identifying how she can help.