Skip to main content

Cindy S. Thielman

Paralegal | Email

  • Muskegon

    t. +1.231.727.2624

    f. +1.231.728.7724

Biography

Cindy joined Warner in 2005. She has been in the legal profession since 1979, a majority of that time concentrating in estate and trust administration and estate planning.

Industries

    No data found

Education

  • Baker College (f/k/a Muskegon Business College) 1980 Legal Assistant Program

Experience

  • Preparation of initial drafts of wills, trusts and other estate planning documents for Michigan and Florida
  • Determine venue for probate proceedings and prepare documents for commencement of proceedings and interim documents, such as Notices and Inventories
  • Attend client conferences and correspond with personal representative or trustee and interested parties
  • Correspond with banks, brokerage firms, insurance companies, accountants, and other financial institutions to collect asset information
  • Correspond with creditors to obtain information and handle claim procedures
  • Compile and value estate assets, verify ownership and arrange appraisals of real estate, household goods and other tangible personal property
  • Open and maintain estate and trust checking or brokerage accounts
  • Maintain contact with client by correspondence, telephone and office conferences
  • Coordinate real estate sales and transfers
  • Value assets on alternate valuation date
  • Compile information required to prepare federal estate tax return
  • Prepare principal and income accountings for estates and trusts
  • Draft documents to transfer assets
  • Consolidate assets for distribution and coordinate final distributions to beneficiaries
  • Fund Family and Marital Trusts
  • Draft miscellaneous petitions related to Wills and Trusts for filing in Probate Court

Honors & Awards

Publications

Leadership

NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.

ACCEPTCANCEL

Text

+ -

Reset