Trish Colangelo Email & Phone Number

Providence, Rhode Island Area

• Managed bequest portfolio for non-profits and charities relating to veterans with disabilities, which included but were not limited to review and interpretation of gift planning instruments, inventories, fiduciary.
• Responded to court pleadings involving decision making of when to settle disputes or enter litigation.
• Served as liaison for veterans’ non-profits/charities, on bequest matters with attorneys, legal professionals, executors, trustees, financial advisers, and probate court employees.
• Successfully negotiated partial and final distributions of bequests.

Providence, Rhode Island, United States

• Drafted Will and Trust documents in preparation for attorney review and approval.
• Handled trust administration ensuring all procedures are following state laws.
• Collaborated with legal team and sellers/buyers on 20+ real estate closing procedures.
• Prepared and filed documentation for 50+ Probate Court proceedings.
• Managed Trustee Acceptances and Memorandums of Trust.
• Compiled & filed Estate and Gift Tax Returns, Medicaid Applications and Medicaid Redeterminations.

Cumberland, Rhode Island

• Probate Clerk (2013 – 2015)Served as liaison between Judge and attorneys answering questions, taking in files and fulfilling their requests.
• Developed the first policies and procedures manual for Probate Court for the Town of Cumberland.
• Collaborated with the Probate Judge to ensure state laws were being followed by Town of Cumberland.
• Compiled monthly Probate reports for the State of Rhode Island.
• Prepared advertisements, maintained calendar, and organized files for monthly Probate Court hearings.
• Mailed out appropriate Court documentation in a timely manner after hearings.

Cumberland, Rhode Island

Recorded land evidence documentation.Assisted Town Clerk with monthly budget reporting and agenda for bi-monthly Town Council Meetings.Issued business certificates and licenses for dogs, businesses, holidays, entertainment, extended hours and liquor.

Cranston, Rhode Island

• Classified, recorded, and summarized numerical and financial data to compile and keep financial records using SAP or Excel.
• Supported Manager in month-end closing for the Wholesale Division. Filed monthly sales and use tax reports in various states for the Wholesale Division.
• Reconciled monthly bank statements. Managed account reconciliations.
• Compiled and analyzed financial information to prepare journal entries and accruals.
• Checked figures, postings and documents for correct entry, mathematical accuracy, and proper codes.
• Assisted with 20th day reports for overseas corporate headquarters in Austria.

Bachelor'S Degree, Legal Assistant/Paralegal, Magna Cum Laude

Activities and Societies: Member of the Roger Williams University Chapter of Lambda Epsilon Chi. Member of the Rhode Island Paralegal.

Bachelor Of Science - Bs, Accounting, Cum Laude

Associate Of Science - As, Executive Assistant/Executive Secretary

Activities and Societies: Writing tutor. Resident Assistant.