Teresa is a trust and estate manager.
She works closely with Angus Rogers and Melissa
Clark.
With over 22 years' in the corporate
trustee industry, Teresa has extensive experience administering and
managing trusts.
Her areas of expertise are:
Estate planning
- Wills
- Powers of Attorney (including EPAs)
- Elder care arrangements and advice
Deceased estates
- Probate
- Letters of administration
- Estate administration & distribution
Trust administration
- Trustee meetings
- Management and administration
- Preparing documents
Teresa enjoys helping clients manage
their affairs and working with them closely to meet their needs and
provide solutions to their problems.