Lenny Tejeda

Estate Administration Coordinator Wealth Management @Choate, Hall & Stewart LLP

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.

Denison University

Bachelor of Arts - (B.A.), Anthropology & Sociology, Global Health