Summary

Vicki is an experienced paralegal who has supported Taft’s Private Client practice group and clients since 2005, primarily in the area of probate and trust administration. She is responsible for tracking deadlines for all open estate administration matters and managing all phases of estate administration. This includes preparation of pleadings, identification and collection of estate assets, transfer of assets, estate tax returns and final distribution and closing.

Vicki also assists attorneys in matters involving estate planning, asset transfers, trust administration, guardianships, small businesses and nonprofit organizations. Her responsibilities include drafting correspondence; pleadings; accounting; gift, income and information tax returns; business formation, reinstatement and dissolution documents; deeds; affidavits and other legal documents. She also performs legal research and electronic filing of documents with courts and state and federal agencies.

All Service Areas

Professional Affiliations

  • Association of Legal Administrators

    Former secretary, Indiana chapter

Community Involvement

  • Brookside Community Youth Program

    Former treasurer and board member