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Amy J. Marciniak

Paralegal | Email

  • Midland

    t. +1.989.698.3733

    f. +1.989.486.6133

Biography

Amy Marciniak has over 25 years of experience in assisting individuals and families with trust and estate matters. Her experience includes estate planning, trust and estate administration, trust and estate litigation, guardianships and conservatorships.

Industries

    No data found

Education

  • Baker Junior College of Business, Flint, MI A.S. 1986

Experience

  • Preparation of wills, trusts and other estate planning documents
  • Facilitate asset trust funding to retitle ownership and update beneficiary designations
  • Trust and estate litigation support including drafting of petitions, orders, factual research and attendance at hearings
  • Preparation and filing of probate documents for probate, guardianship and conservatorship proceedings in Probate Court
  • Manage creditor claims
  • Preparation of asset summaries
  • Preparation of fiduciary accountings
  • Gather and compile information required for preparation of federal estate tax return
  • Handle transfer of assets and coordinate final distributions to beneficiaries
  • Establish and maintain dedicated relationships with clients, brokers, accountants and other professionals

Honors & Awards

Publications

Leadership

Community Affiliations

  • Bay Area Youth Swim Club
    Board of Directors (2004-11)

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