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