Brittany Midgette, Cfp® Email & Phone Number

Columbia, Sc, Us

Abacus is a financial advisory and investment counsel firm known for its passion in creating abundance for clients and family businesses through skillful listening and smart financial decision making. Managing over a $1.5 billion on behalf of its 240 plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.As a member of the financial planning team, Brittany works closely with clients to understand their objectives in order to develop, implement and monitor a comprehensive financial plan to achieve those goals.

Interviewed clients to determine finances and family structure in order to satisfy client goals for estate planning and Medicaid eligibility. Also counseled clients on probate, guardianship and conservatorship, and veterans’ benefits. Drafted estate planning documents, probate forms, and pleadings and orders for guardianship.

Drafted and filed Chapter 7 bankruptcy forms for individual debtors using Best Case, NextChapter, and the CM/ECF system. Attended and participated in client interviews. Attended 11 U.S.C. § 341 meetings of creditors, during which the bankruptcy trustee questions the debtor. Drafted estate planning and probate documents, including revocable trusts, healthcare POAs, life estate deeds, and orders for the appointment of a guardian/conservator. Conducted research on trusts appropriate for a client.

Managed all active cases by processing incoming mail and contacting clients. Drafted orders for guardianship and conservatorship. Conducted research on veteran benefits, guardianship, conservatorship, and elder law. Scanned and indexed client files. Prepared promotional materials.

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Oversaw over 260 estates at once. Provided instruction and assistance to personal representatives and attorneys in effectively administering estates, including procedures and forms. Facilitated communication between judges, attorneys, and interested parties. Scheduled hearings. Drafted orders and hearing notices. Opened and closed estates when proper documents were filed. Assisted judges in all hearings related to my case load. Issued marriage licenses. Provided assistance in regard to procedures and forms used by the court while at reception desk.

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Compiled intake information for all potential involuntary commitments. Communicated with social workers and doctors at mental health facilities. Scheduled commitment hearings. Organized documents for Mental Health Court and Commitment Division files. Observed Mental Health Court hearings.

J.D. Candidate

Bachelor’S Degree, Psychology; Criminology And Criminal Justice

High School