Lenny Tejeda
Estate Administration Coordinator - Choate, Hall & Stewart LLP
- Role
- Estate Administration Coordinator Wealth Management at Choate, Hall & Stewart LLP
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Lenny Tejeda
I am a Private Wealth professional with experience in trust and estate administration…
Experience
Estate Administration Coordinator Wealth Management
Apr 2025 — Present · Boston, MA, US
Contribute to the administration of estates within the Wealth Management group overseeing more than $5.9 billion assets under management-Collaborate with Estate Advisors, Attorneys, Trustees, and Clients in making administrative decisions of accounts and handling routine and non-routine transactions such as client bill paying, account maintenance, scheduling, and insurance matters-Draft, edit, and revise letters, memorandums, charts, family trees, and estate inventory master spreadsheet-Assist with estate tax and probate filings, including preparing estate tax returns and binders, managing court docket tracking, and handling document retrieval and record management.
Education
Denison University
Bachelor of Arts - (B.A.), Anthropology & Sociology, Global Health
2019 — 2023
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