EMMA RODERICK | Funding Coordinator
Emma Roderick joined our firm in 2021 as our Trust Funding Coordinator. She received her BA in Political Science from The College of Wooster in 2018. Following college, she worked as a Case Manager in a Personal Injury Firm.
Her role as a Case Manger has given her experience maintaining strong client relationships as well as emphasizing the importance of organization and attention to detail.
Emma is also one of the first people a prospective client will meet with as they begin their planning process.
Emma assists prospective clients in the process of building a list of financial assets prior to commencing their estate planning process.
While clients work through their counseling process to design their living trust, Emma secures the appropriate documentation required by each company that holds assets on behalf of the client so the ownership of that asset can be transferred into their trust.
At the conclusion of the counseling process, Emma meets with each client to implement and confirm their asset transfers, and provide additional orientation to our formal maintenance and education programs.