Insurance Management

Rosalie Hebert

Home: 908-***-**** **************@*****.***

Cell: 908-***-****

Summary Statement

A highly organized, detail-oriented Estate Administration paralegal with

experience working for law firms and in the Wealth Management department of

a major bank where the bank is the Executor of an Estate. Major strengths

in written and verbal skills, ability to prioritize work, multi-task and a

commitment to always following through.

Professional Experience

PNC Wealth Management, Bridgewater, NJ 2010 -

Present

Position: Sales & Service Specialist. Provided assistance to Estate

Settlement Advisor in the following manner:

. Write to banks, financial institutions, employers, insurance companies,

transfer agents, etc. to obtain date of death balances of all assets and

debts

. Draft correspondence to Co-Executors, beneficiaries, attorneys

representing PNC Bank as Executor regarding estate issues, distributions,

etc.

. When necessary, accompany Estate Settlement Advisor to decedent's home in

order to identify and secure valuables in home, ascertain existing assets

by reviewing decedent's records and mail found in home and/or accompany

Estate Settlement Advisor to the opening of a safe deposit box

. Arrange for an appraiser to value tangible personal property (artwork,

jewelry, coins, etc.)

. Correspond with State Inheritance Tax Branch and Federal agencies

regarding obtaining Inheritance Tax Waivers for all NJ assets, filing of

income tax returns, collecting information about US Savings Bonds and

instructions for redemption, etc.

. Transfer PNC Bank retail accounts into PNC estate account

. Collect all outside bank, brokerage accounts, annuities, stocks,

escheated assets and transfer to PNC estate account

. Pay estate bills and make distributions to beneficiaries

. Provide PNC Tax Officer with all exhibits enumerating all assets, debts,

expenses needed to prepare death tax returns

Prior Positions

Norris McLaughlin & Marcus, Somerville, NJ 2004-2009

Estate Administration Paralegal to Senior Partner

Berkowitz Lichtstein, Kuritsky, Giasullo & Gross

West Orange, NJ 2001-2004

Estate Administration Paralegal

Wacks, Mullen & Kartzman, Morris Plains, NJ 1998-2001

Estate Administration Paralegal

. Forward original documents (Wills, death certificates, etc.) to Surrogate

for Probate

. Draft and mail letters to executors with instructions on how to probate

in that particular county

. Send out Notices of Probate to beneficiaries and next-of-kin and Proof of

Mailing to Surrogate

. Prepare correspondence to banks, insurance companies, brokerage firms,

employers, etc. to obtain date of death balances for asset information to

be entered on Form 706. Follow up with same. Request debt information for

Form 706 from family

. Prepare and file Form 706, New Jersey Inheritance Tax Return and New

Jersey Estate Tax Return with respective exhibits

. Prepare Form 4768 (requesting extension) with letter of explanation to

IRS

. Prepare Deeds. After signing, have filed with County Clerk.

. Prepare Refunding Bonds and Releases. After signing, file with Surrogate

Court.

. Prepare variety of documents (Renunciations, Resignation of Trustee,

Designation of Successor Trustee, insurance forms for clients, etc.)

. Re-title, liquidate assets

. Maintain some estate checking accounts

. Assist with ancillary probate

Education

Honors Graduate Paralegal Studies, Fairleigh Dickinson University

BA English, Trenton State College - Ewing, NJ

Skills

AM Trust Accounting Software, Lotus Notes, MS Word, Siebel Workflows

Relationship Management Software

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