Penny J. Godwin

Penny Godwin joined the firm in early 2016 with more than 25 years of experience as a tax, trusts, and estates paralegal. She has a wide range of experience in the areas of estate-planning document drafting, probate and trust administration, and estate tax return preparation. Penny finds it rewarding to assist our clients through the often-sensitive territory of probate and trust administration after the loss of a loved one.

Penny's areas of focus include:

• Compiles information and prepares federal estate and various state inheritance and estate tax returns for attorney review.
• Assists in all aspects of trust and estate administration, including:
  • Preparation of probate pleadings
  • Drafting estate planning documents
  • Preparation of transfer documents to distribute estate assets and/or fund trusts
  • Meeting with attorneys, clients, and third parties to facilitate administration of estates and trusts
  • Obtaining valuation information, preparation of accountings, and distribution schedules
  • Handling creditor’s claims
• Research related to estate tax and probate matters, including obtaining real property information, stock valuations, life insurance and brokerage account information and valuation.