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Overview

Jena is a paralegal who concentrates on estate and tax planning, and trust and estate administration.

Jena works closely with clients and attorneys through the probate process and assists with all areas of trust and estate planning, including document and tax preparation, closely held business entity formation and estate administration. Jena coordinates a broad range of administrative client matters, including preparation of updates to estate plans, amendments to trusts, promissory notes, Crummey notices, routine or special board resolutions, and amendments to formation certificates and entity operating agreements.

Clients value Jena’s many years of experience as a legal administrative assistant, paralegal assistant and paralegal. She is always looking for ways to streamline services, move matters forward and offer clients first-rate value.


Industry

Service

Recognition

  • Sigma Alpha Lambda, El Centro College Chapter

Education

  • Associate's Degree, El Centro College
    • Paralegal Studies

Professional Memberships and Certifications

  • National Notary Association
Experience
  • Prepares wills, powers of attorney, healthcare documents, deeds, beneficiary designations and other documents necessary to implement estate plans.
  • Prepares probate pleadings, including inventories and accountings of assets; federal estate tax returns and gift tax returns; and other documents necessary to administer estates.
  • Drafts and files court and governmental agency documents.
  • Facilitates formation of limited liability companies (LLC) and partnerships.
  • Prepares asset transfers and assignments.
Outside the Office

Jena values family time.

Jena enjoys spending time with her school-aged daughter and son. The family travels together, with Florida being a frequent destination. They recently took a cruise to Cozumel, Mexico.

Community Leadership

Jena and her daughter volunteer at their community animal shelter.

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