Kathy Elvert Trust Creation Team Leader
Kathy is charged with overseeing our processes and delivery of services regarding estate planning, trust creation, funding your trust, and business planning. Call her with changes to your trust documents and general questions regarding your estate planning. She will assist as she can and connect you with the appropriate attorney on questions regarding the law.
Pamela Wolfe Trust Creation Paralegal
Pam assists Kathy in the trust process with the creation of your trust documents.
Mary Marks Funding Coordinator
Mary works in our funding department. She is responsible for transferring assets and changing beneficiary designations to reflect your estate plan. She is always happy to assist you with any questions or concerns you may have with respect to the proper classification or designations of your assets. She also handles our business work including LLCs and Corporations.
Kassandra Fleury RWay® Adiministrator
kassandra.fleury@wilsonlawgroup.com
Kassandra handles updating your trust documents with any and all changes for your annual review meeting, sending out information regarding review meetings, and providing you with the services of LegalVault. Call her with changes to your existing plan, questions, and for assistance on the use of LegalVault. She is also one of the people with whom you meet to review and discuss any updates to your plan at your RWay® meeting.
Kati Tomak
RWay® Coordinator
Kati handles updating your trust documents with any and all changes for your annual review meeting, sending out information regarding review meetings, and providing you with the services of LegalVault. Call her with changes to your existing plan, questions, and for assistance on the use of LegalVault. She is also one of the people with whom you meet to review and discuss any updates to your plan at your RWay® meeting.
Erin Gust
Business Development Coordinator
Erin provides support to the attorneys in setting up initial estate planning meetings with prospective clients and conveying their needs to them. She organizes RWay events, workshops, and programs, as well as seminars for prospective clients and financial advisors. She is also the person to speak to when making reservations for any of our events.
Courtney McDonald Trust Administration Paralegal
Courtney handles our trust administration and probate processes under the guidance of Attorney John Haslam. She is always happy to assist you with any questions or concerns throughout the trust administration process. Courtney also provides paralegal support to Attorney Dan Purtell. In his absence, she is an excellent person to speak with to ensure you receive help from the right person.
Samantha Hampton Trust Administration Paralegal
Samantha handles our trust administration and probate processes under the guidance of Attorney John Haslam. She is always happy to assist you with any questions or concerns throughout the trust administration process.
Jen Saari Firm Administrator
Jen is responsible for the overall management of the firm. This includes the development of all the practice areas, the firm’s accounting, business relationships, technology, and human resources.
Katlin Steward
Administrative Assistant
Katlin is generally the first person to answer your call to our office and the individual that greets you when you arrive. She is charged with helping you reach the right person for your needs every time in an efficient and expedient manner.