Amy J. Marciniak
- Paralegal
My admin
- Holly Troia
practices
- Preparation of wills, trusts and other estate planning documents
- Facilitate asset trust funding to retitle ownership and update beneficiary designations
- Trust and estate litigation support including drafting of petitions, orders, factual research and attendance at hearings
- Preparation and filing of probate documents for probate, guardianship and conservatorship proceedings in Probate Court
- Manage creditor claims
- Preparation of asset summaries
- Preparation of fiduciary accountings
- Gather and compile information required for preparation of federal estate tax return
- Handle transfer of assets and coordinate final distributions to beneficiaries
- Establish and maintain dedicated relatio
- Preparation of wills, trusts and other estate planning documents
- Facilitate asset trust funding to retitle ownership and update beneficiary designations
- Trust and estate litigation support including drafting of petitions, orders, factual research and attendance at hearings
- Preparation and filing of probate documents for probate, guardianship and conservatorship proceedings in Probate Court
- Manage creditor claims
- Preparation of asset summaries
- Preparation of fiduciary accountings
- Gather and compile information required for preparation of federal estate tax return
- Handle transfer of assets and coordinate final distributions to beneficiaries
- Establish and maintain dedicated relationships with clients, brokers, accountants and other professionals
