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Skills

  • Compliance with tax obligations
  • Data-driven decision making
  • Project organization
  • Collaboration with tax advisors
  • Process optimization
  • Estate tax planning
  • Complex estate management
  • Data verification
  • Problem resolution
  • Budgets

Work Experiences

  • Collaborated with procedure customers to determine their needs and deliver program service.
  • Collaborated with tax advisers.
  • Had an excellent attendance record and was always on time for work.
  • Assisted in the creation of financial aid plans and packages for students.
  • All financial aid guidelines and regulations, including state and federal requirements, were followed.
  • Achieved 56% success in asset fair distribution.
  • Completed valuations within an average of the past year.
  • Automated the form completion process for estate fillings.
  • Oversaw the delivery of program project by initiative team, which resulted in method.
  • Collaborated with tax advisors.

Summaries

  • Achieved considerable reductions in legal fees.
  • Award-winning Estates Processor recognized in 2018 for skillfully managing complex estates while conforming to international probate standards, reducing cross-border delays by 22%.
  • Cut labor hours by 68%.
  • Compassionate Estates Processor with experience in guiding clients through sensitive probate discussions, improving client satisfaction by 52% through effective dispute resolution and empathetic communication.
  • Adhered to strict legal standards.
  • Costs were consistently reduced while profits were increased.
  • Adept at maintaining probate compliance.
  • Cut completion times by 42%.
  • Conducted asset audits.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Advised clients on aligning estate plans with tax-efficient strategies, reducing taxable estates by $4 annually.
  • Supervised the liquidation of high-value assets in a probate case, raising in excess of $14 for beneficiary disbursement.
  • Created detailed financial reports for estates exceeding $11, ensuring tax compliance and delivering transparent results to beneficiaries.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Reviewed over 2 trust documents per quarter, with reallocations made resulting in a 62% increase in equitable distributions.
  • Collaborated with team of 13 in the development of program.
  • Improved data management processes for estate documents, enhancing efficiency and reducing input errors by 82%.
  • Developed strategies that reduced probate case processing time by 46% while ensuring compliance with probate laws.
  • Secured favorable tax outcomes through thorough review of international estate disclosure forms, saving clients up to $9 in penalties.

Affiliations

  • Freemason
  • Lions Club
  • Association of Information Technology Professionals
  • Compliance and Regulation Association for Trusts (CRAFT)
  • American College of Trust and Estate Counsel (ACTEC)
  • International Probate Experts Forum (IPEF)
  • American Marketing Association
  • International Association of Administrative Professionals
  • Jaycees
  • Trusts and Estates Law Society

Certifications

  • Accredited Estate Planner (AEP)
  • Society of Trust and Estate Practitioners (STEP) Certification
  • Google Certified Professional Cloud Architect
  • National Estate Planners & Councils (NAEPC) Accredited Estate Planner
  • Certified Public Accountant (CPA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Probate Specialist (CPS) from Ironclad Systems
  • Certified Probate Real Estate Specialist (CPRES)
  • Salesforce

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