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


  • Chester County Paralegal Association