The majority of Wendy’s work is on estate plans, probate and trust administration matters. She drafts estate planning, probate and trust administration documents. Wendy works closely with clients and/or their financial advisors to complete beneficiary designations and asset transfers including real estate, business interests, financial accounts, and charitable donations. Many probates and trust administrations require that she research heirs, assets owned by the decedent, and to work with financial institutions to file claims on behalf of the estate or beneficiaries. Wendy also drafts documents and works with the attorneys and clients regarding business, corporate and real estate matters.