REBECCA

CEO & Lead Paralegal

Rebecca is our lead paralegal and owner of VPANY, offering over 35 years of experience in the Trusts and Estates field.  Rebecca works closely with all of our clients to ensure superior work and achieve maximum client satisfaction.  Rebecca's resume includes trust and estate administration, fiduciary accounting and taxes, estate and gift taxes, and estate litigation.  Rebecca is a New York Notary Public.

RACHEL

Trust & Estate Paralegal

Rachel is one of our lead paralegals as she helps our clients with everything Trust and Estate related, from A to Z, including working directly with the fiduciary, family members, courts and creditors.  Rachel has several years of experience in the field, has huge energy, exacting attention to detail and a winning personality.  

CANDIDA "CANDI"

Trust & Estate Paralegal

Candi joined our team in early 2021 with a strong background in commercial and civil litigation.  She got a taste of Trust and Estate work and found that she enjoys this area of the law, with the ability to help others during this often difficult time in their lives.  Candi has grown into an instrumental part of our team, working directly with our clients and theirs.  Candi is a New York Notary Public.

Jayme

Trust & Estate Paralegal

Upon earning her A.A.S. in Legal Studies in 2009, Jayme began her career in the Trusts and Estates and Elder Law genres with an exclusive focus on estate planning and administration.  In addition to Jayme's education and superb technical skills, her kindness and compassion serve our clients very well.  Jayme finds great satisfaction in minimizing the burden for clients while administering a loved one's estate.  Jayme is a New York Notary Public.

ALISON "ALLI"

Trust & Estate Paralegal

Alison joined our team in 2022, with a routinely applauded work ethic and holding superior customer service skills.  As a junior member of our team, Alli has already proven to be a valuable asset to our clients.  Alli is a New York Notary Public.

ABIGAIL "ABBY"

Trust & Estate Paralegal

Abigail is the newest member of our team.  She found her love of law inhouse at a large firm in New York, where she received valuable training.  Abby is a certified paralegal, an Arizona Notary Republic, and brings to the team experience in probate, personal injury, and estate planning. Abigail is very detail oriented, is highly organized, takes great pride in her work, and is wonderfully personable with our clients. 

JAMIE

Geriatric Care Manager

Jamie has worked in the field of geriatrics for 21 years.  She has extensive experience with matters pertaining to senior citizens and people with disabilities.  Over the course of her career, Jamie has worked with benefits and entitlements counseling, Medicare, Medicaid and long-term care insurance, as well as discharge planning from hospitals and skilled-nursing facilities.  She has first-hand knowledge of all issues related to home health care, as she served as the head of a home care agency for 7 years prior to transitioning into geriatric care management. 

As a geriatric care manager, Jamie acts as a liaison among families, medical practitioners, and anyone else involved in the affairs of her clients. Her services are tailored to the unique needs of individuals and their families, and may include the coordination and monitoring of home care services, assistance with arranging medical appointments, benefits advisement, monitoring the status of loved ones in nursing or assisted-living facilities, and anything else a client may need help with their day-to-day life.

Jessi

Estate Planning Paralegal

Jessi is our resident WealthCounsel and ElderCounsel guru.  Jessi leverages not only her many years of experience in the Elder Law field but brings her ingenuity with the WealthCounsel and ElderCounsel software forefront, both ensuring clients are getting a full return on their investment.  As an active member of Sigma Tau Delta English Honors Society, Jessi is also an ace at drafting custom language.  

Kerry

Real Estate and Estate Planning Paralegal

Kerry holds over two decades of paralegal experience focused in real estate and estate planning.  Kerry is our resident go-to for Co-Op transfers, title review, etc.  A very personable, conscientious and valuable member of our team, our clients and theirs.  Kerry holds a Bachelors Degree in criminal justice and an associate's degree in paralegal studies.  She is a New York Notary Public. 

Emily

Fiduciary Accounting Specialist

Emily joined our team in 2022, bringing with her 20 years of financial experience as a senior banker with TD Bank. In her banking career, she routinely worked with law firms relative to Trusts and Estates, which experience is now offered to our clients and theirs.  Emily is extremely dedicated to her work and provides exceptional customer care.  Emily is a New York State Notary Public.

ZULMA

Real Estate Paralegal

Zulma began her career as a Real Estate Paralegal in 2010 when she worked at a solo practice emphasizing in lender representation.  Over eight years, Zulma worked for a transactional attorney representing buyers and sellers, a major national underwriter focusing on residential and commercial title, and a large foreclosure firm handling all REOs.  In 2018, Zulma joined VPANY to incorporate all of her acquired experiences and not limit herself to just one primary focus.

BARBARA

Paralegal

Barbara is an instrumental member of our team, assisting our clients with a myriad of matters, including co-op transfers, estate administration, and general paralegal back-end functions.  Barbara is also very versed with Trademark work for her own company.

Barbara is a New York Notary Public.

MIKE

Maryland Estate & Trust Paralegal

Mike's experience in the legal arena spans over 25 years with a particular focus in Estates and Trusts.  Mike's skill-set is equally robust whether he is drafting petitions, pleadings or motions, as it is when he is preparing an inventory or account.  Mike is well steeped in all aspects of adult guardianship (including superior skills in contested guardianship litigation), and Applications for Medicaid Long Term Care Assistance.

Mike's professional background includes Financial Services, Insurance, Securities, and eCommerce.   Mike has a B.S. from Rutgers, is a certified paralegal through Virginia Tech, and is a Maryland Notary Public.

ROBIN

Pennsylvania Estate & Trust Paralegal

Robin holds over 35 years of experience in the Estate and Trust field of law.  Robin is extremely versed in the services she offers relative to the administration and settlement of Estates and Trusts, including accountings, inventories, and inheritance tax returns.

Robin's professional career includes the title of Trust Officer for national banks.  Robin holds a Bachelors in Administration and is a Pennsylvania Notary Public.

ISOBELLA

Estate Concierge

Isobella is an instrumental part of our team, providing clients with hands-on assistance in the NJ/NYC area.  Primarily, Isobella is our go-to for gathering assets and financial records from a decedent's home when the family is not able to due to distance or other factors.  Her services include mailing tangibles to beneficiaries, obtaining appraisals, and tends to in-person court filings/document retrievals, with personal delivery to our clients.  

Samantha

Legal Assistant

Samantha is instrumental in assisting the team and our clients with a myriad of tasks such as service of process, scanning, shredding, miscellaneous document production, and more.  

MICHELLE

Legal Assistant

Michelle assists our clients with varying tasks from form creation, editing, transcription, miscellaneous document production and more.

MARY ELIZABETH

Legal Assistant

MaryElizabeth is our go-to for translation of Spanish and a whole myriad of other tasks.

The rest of the team...

A knowledegable bunch...

VPANY has over a dozen other part-time paralegals and legal assistants who work in the varied fields of service offered on our Services page.