Legal and Financial Documents

As a previous Estate Administrator (non-attorney) for a boutique estate planning law firm, Diana Adams understands the signature requirements for legal documents. These documents include, but are not limited to: Wills, Trusts, Power of Attorneys, Affidavits, Contracts, etc. With this experience, Diana understands the importance for compassionate and timely support for family needs such as Powers of Attorney, Advanced Directives, and Release of Information documents. Understanding financial documents are also part of Diana’s experience having been in the banking industry for over 20 years and being responsible for the proper completion and notarization of various forms to sell and transfer different types of assets such as stocks and bonds.