FIDUCIARY:Acumen fiduciaries provide high quality, impartial, and independent fiduciary services. Often we help in crisis. We serve those trapped by a trust that doesn’t fit. We help families from self-destructing and falling into litigation.SERVICES:Replacement TrusteeSuccessor Trustee Trust ProtectorDirected TrusteeILIT TrusteeSpecial Needs TrusteeFinancial Power of AttorneyTransitional TrusteeCo-TrusteePARALEGAL:Acumen, LLC, provides administrative support for estate planning attorneys in the area of trust funding and settlement. We also act as consultants, helping law firms refine their process in order to achieve increased revenue and maximum efficiency. For trust funding, we handle all asset transfer documents and company-specific forms, as well as reports and asset tracking. Acumen will also meet with clients at the law firm to conduct signing meetings and keep them updated on the process. For trust and estate settlement and administration, Acumen's expert coordinators assist attorneys with trust and probate inventories and accountings, as well as account research, notices and correspondences. We also process all claim and distribution forms with financial institutions for all types of accounts.Acumen’s funding services will increase the number of successor trustees and executors that return for settlement and provide an income stream for the law firm.

• Manage trust funding and settlement departments,• Draft trust-funding and settlement documents and prepare letters to financial institutions,• Coordinate and complete transfer, claim, and distribution forms for trust and estate settlement,• Draft quit claim deeds and trust ancillary documents including wills and POAs,• Advise attorney on firm organization, client intake, marketing, software, and process.• Communicate with and update trustees and beneficiaries on settlement process,• Meet with clients for signing meetings and to collect client account statements and asset info.• Marketing

• Drafted trust-funding documents and drafted letters to financial institutions,• Drafted quit claim deeds and trust ancillary documents including wills and POAs,• Met with clients and managed trust-funding signing meetings,• Scheduled appointments, took calls; copied, scanned, and collated documents.

• Drafted trust-funding documents and drafted letters to financial institutions,• Drafted quit claim deeds and trust ancillary documents including wills and POAs,• Headed trust-funding department, advised staff with weekly reports.• Met with clients and managed trust-funding signing meetings,• Scheduled appointments, took calls; copied, scanned, and collated documents.

•Compiled data in spreadsheets using Microsoft Excel, and entered data using Microsoft Access •Managed product sample reserves using SAP, keeping inventory, and expediting priority samples •Trained new clerks in assigned responsibilities•Checked batch records to comply with FDA regulations for 40 million product tablets per week.