Linda M. Koehn

Senior Paralegal | lkoehn@wnj.com | V-Card Grand RapidsT 616.752.2323F 616.222.2323M 616.835.6881 Linda has been in the legal profession since 1966, most of that time concentrating in estate and trust administration and estate planning. "I love the challenge of what I do everyday, whether it's balancing a fiduciary accounting or finessing a client's estate planning," she says.
Linda has been in the legal profession since 1966, most of that time concentrating in estate and trust administration and estate planning. "I love the challenge of what I do everyday, whether it's balancing a fiduciary accounting or finessing a client's estate planning," she says.
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Industries

Practices

Education

  • Grace College
  • Liberty University
  • Taylor University

Bar Associations

  • State Bar of Michigan
  • Grand Rapids Bar Association
    Legal Assistants Section

Experience

  • Preparation of initial drafts of wills, trusts and other estate planning documents
  • Administration of insurance trusts
  • Maintenance of library of estate planning forms for practice group
  • Preparation and filing of probate forms for probate, guardianship, conservatorship proceedings in Probate Court
  • Collation of information for federal estate tax returns
  • Handling transfers of assets to beneficiaries
  • Preparation of fiduciary accounts
  • Drafting petitions and other probate pleadings

Publications

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