Alessandra Zappala
Legal Administrative Assistant @Bass Doherty & Finks P.C
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WORK HISTORY
Legal Administrative Assistant @Bass Doherty & Finks P.C
Brighton, MA
Draft Core Estate Planning Documents: Wills, Trusts, Durable Powers of Attorney, Health Care Proxies and HIPAA Authorizations• Prepare and Record Real Estate Documents with County Registries and town filing departments for MA, FL and NH: Deeds, Declarations of Homestead, Trustee’s Certificates, Mortgages• Submit necessary LLC documents with the Secretary of the Commonwealth, record Employer Identification Numbers with the Internal Revenue Service, prepare LLC documentation in compliance with the Corporate Transparency Act• File Gift and Estate Tax returns and extensions, prepare correspondence to the Internal Revenue Service• Organize clients’ assets into spreadsheets and flowcharts to best display their estate plans and goals• Contact Life Insurance Companies and Financial Institutions on behalf clients to obtain necessary information• Update Trust Administration and Accounting records in GEMS, assist Trust Administrator• Preparation of Promissory Notes and supporting documents to memorialize forgiveness and changes• Communicate with clients on behalf of the firm, respond to incoming phone calls
EDUCATION
Lesley University
B.A. in Sociology and Social Change
Onondaga Community College
Associate's degree
ABOUT ALESSANDRA ZAPPALA
Sandra is interested in Personal Empowerment, Holistic Wellness, Business Development and Travel. She loves spending time outside in nature, rather it be skiing, swimming, or hiking. She is looking forward to a life of adding value to whatever environment she is in and providing the necessary tools for others to move themselves forward in life, as this type of leadership through example has always felt like her calling. Licensed Notary Public of the Commonwealth of Massachusetts تألمت تعلمت تغيرت
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