Meet Lena Neely, Paralegal
Lena has been a trusted member of our legal team since September of 2017. She handles all aspects of trust and estate administration, with a compassionate and experienced approach. She often meets with family members to advise them of the requirements for the transition of assets from the decedent to the beneficiary. To that end, she prepares estate accounts, pay expenses, balance accounts, prepare federal and state inheritance tax returns, and files “Affidavits of Exemptions” for a final estate settlement.
She has also assisted in helping to determine heirs. She handles tax preparation and filings for state and federal tax returns, prepares wills, trusts, powers of attorney and living will directives. She works with our litigation department in the preparation and processing of court documents and obtaining medical records.