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A Better Partnership

Cindy S. Thielman

Paralegal | Email

  • Muskegon

    t. +1.231.727.2624

    f. +1.231.728.7724


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.


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


  • 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



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