Suzanne McManus, Estate & Trust Paralegal

Suzanne is responsible for managing the myriad details of estates and trusts. These include:

  • Preparing estate documents such as petition to probate, receipts and releases, renunciations, family settlement agreements, liquidation/authorization letters
  • Organizing and indexing estate and trust documents
  • Obtaining date of death valuations of assets
  • Marshalling assets
  • Creating charts of accounts for estates and trusts and maintaining their financial records
  • Obtaining tax ID numbers
  • Preparing, assembling, and organizing federal and state estate tax returns and Pennsylvania inheritance tax returns
  • Communicating with partners, associates, and clients, as well as with fiduciary accountants, brokers, and financial advisors
  • Taking inventory of assets and arranging for their appraisal and distribution

West Chester University, Master of Science Summa Cum Laude in Criminal Justice

West Chester University, Bachelor of Science Cum Laude in Criminal Justice

Villanova University, Paralegal Certificate