Gathering, sorting, scanning and keeping track of the never-ending confidential paperwork, ensuring that it is delivered to the correct person at precisely the right time is the Filing Department’s overwhelming task. Making sure that our clients’ estate planning documents are properly cared for and processed in a timely manner is crucial. In addition to having a system to ensure that all the documents are accounted for, these talented individuals are very skilled and precise at handling all of these time sensitive documents.
