Ashley Skinner

Ashley Skinner

Paralegal @Creative Planning Legal, P.A

Kansas City, MO, US
EMAILS
a••••••••@creativeplanning.com
MOBILE NUMBERS
+15•••••••87

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WORK HISTORY

Jun 2021 — Present

Paralegal @Creative Planning Legal, P.A

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Overland Park, KS, US

Provides trust & estate administration services on behalf of Creative Planning Legal, P.A. under attorney supervision. •Organize, manage, & monitor trust & estate administration deadlines & tasks. •Preparation of legal documents related to trust & estate administrations, including accounting, notices, receipts, & probate pleadings. •Coordinate with client & asset custodians to obtain asset & debt information for trust administration cases. •Prepare drafts as directed by attorney for review related to trust & estate settlement.•Provide high level administrative client service and support.•Gather information needed for preparation of fiduciary income tax returns & 706 returns required for estates and trusts.•Preparation of estate/trust non-judicial accountings.•Electronically file documents/pleadings in various counties in Missouri & Kansas.

EDUCATION

2007 — 2009

University of Missouri-Columbia

Bachelors of Science in Business Administration, Marketing

SKILLS

Customer ServiceMarketingSalesPublic SpeakingInventory ManagementLeadership DevelopmentStylingPositivityProcess ImprovementCoachingRetailBankingLoansTime ManagementCustomer SatisfactionFinanceRetail BankingLeadershipInsuranceSocial MediaManagement

ABOUT ASHLEY SKINNER

Ashley is a Trust Administration Paralegal at Creative Planning Legal, P.A. Creative…

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