Phyllis is a certified paralegal who supports our attorneys and clients in matters involving estates, trusts, and taxes. She brings years of experience to our team and works closely with clients throughout the process. She is actively involved in the inventory, valuation and accounting of estate assets and liabilities, estate distributions, and in preparing and filing probate documents with the Clerk of Court. Phyllis has extensive experience in preparing and filing individual and fiduciary income tax returns, and estate tax returns. She also has experience in drafting estate planning documents.
Elon College, B.S., Magna Cum Laude
Professional Memberships and Activities
- National Association of Legal Assistants, Inc. (NALA) Certified Paralegal
- North Carolina State Bar Certified Paralegal
- North Carolina Bar Association, Paralegal Division and Estate Planning & Fiduciary Law Section