Professional Background

I am an experienced project manager with Project Management Professional (PMP) certification from Project Management Institute (PMI) and Certified Scrum Product Owner (CSPO) from Scrum Alliance. My experience has been with medical, financial, insurance, product distribution, marketing & philanthropic organizations. I manage stakeholders from a variety of departments within organizations such as marketing, IT development, legal/compliance, sales, operations, management & executive leadership.

Executor/Personal Representative

I have experience as executor/personal representative or successor trustee from the estate planning phase, the passing of a loved one through the execution of a will through probate and a trust to closing out the estate. This includes handling all the funeral plans, creditors, debtors, estate assets, bills, taxes, communication with financial institutions, lawyers and beneficiaries.

What does this all mean for you?

With me, you have a partner who has been in your shoes. Has experienced the emotions and overwhelming feelings of the role you have accepted. Has the professional experience to help you prioritize the tasks you have to execute for the estate.

I will coach you through the process to execute the duties of executor, personal representative, successor trustee to serve the decedent’s will and serve the beneficiaries of the estate. I will assist you in contacting utilities, insurance, creditors, debtors, banks about the passing of your loved one, your role as executor, and next steps and utilize a personalized project plan/schedule to help you succeed.

Possibly most importantly, I will act as your partner and support through this process understanding the stress and emotions that go with this role bestowed upon you.