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Amy Wheat

Amy Wheat

Paralegal Assistant

Amy’s passion for close attention to detail is crucial in assisting with matters during all phases of the estate planning process.

She supports estate planning and trust attorneys by assisting with document preparation for corporation and partnership formation, governance, administration, and compliance, with a primary focus on trust administration and funding. 

Amy is a paralegal assistant who works in Private Wealth and who has more than 30 years of administrative experience from both law firms and corporate environments. She is a very data-driven individual with extensive experience working in actuarial and accounting fields, financial markets, and regulatory compliance. She is drawn to private wealth because of the relationships inherent in the field, and she values the opportunity to add a personal touch to serving individuals and their families.




  • A.A., Southwestern Illinois College