She is in charge of maintaining the firm’s estate planning documents and works closely with the firm’s other attorneys in the preparation of Living Wills, Health Care Powers, HIPAA Medical Release Forms, Financial Powers of Attorney, Wills, Trusts and assists in the funding of assets to the Trusts to avoid probate and provide for maximum estate tax savings. She is often the first contact when a new client is referred to the firm and guides them through the process of providing the necessary information for their initial meeting. She maintains the firm’s technology and administers the billing and processing of the estate planning work handled by the firm. She works closely with clients in providing their documents to their advisors with their direction.