Trust Funding Coordinator
Maggie Dellinger joined our firm in 2014, after an extended career as an Operations Manager in the insurance industry. She is a graduate of Baldwin Wallace College. Her work in operations and finance gives her a particular appreciation of the need for accuracy and organization. Maggie is responsible for coordinating asset transfers to our clients’ living trusts.
She is also one of the first people a prospective client will meet with as they begin their planning process.
Maggie assists prospective clients in the process of building a list of financial assets prior to commencing their estate planning process.
While clients are working through the counseling process to design their living trust, Maggie secures the appropriate documentation required by each company that holds assets on behalf of a client so the ownership of that asset can be transferred into their trust.
At the conclusion of the counseling process, Maggie meets with each client to implement and confirm their asset transfers, and provide additional orientation to our formal maintenance and education programs.
Maggie and her husband are residents of Westlake, Ohio.