Legacy Guardians: Navigating Estate Administration with Dana Wieseman

The Red Wagon Estate Planning & Elder Law Show

“I believe it’s my job and my purpose to assist in all matters and to eliminate any unnecessary stress during this emotional time, and to make the process as easy as possible.” That is from Dana Wieseman, Estate Administration Paralegal at Bellomo & Associates.

It's easy to see Dana's commitment and compassion for clients as she discusses her extensive experience in estate administration. Jeff and Dana talk about the relationships she has formed with families, helping clients during emotionally difficult times, and what people can expect from the probate process. What You Need to Know (02:46) After graduation with a specialized degree in the early 1990s, Dana took a position as a paralegal at a general practice law firm. She was exposed to different types of law and soon realized that she enjoyed estate administration. Dana joined Bellomo & Associates in 2020.

(04:42) Jeff and Dana created the firm’s probate administration video. Clients and future clients (especially executors) are encouraged to watch the video because it explains the expectations, responsibilities, and potential liabilities that are part of probate.

(07:23) Probate is a process that occurs when a person passes away with assets in their name alone. The probate process ensures that the assets are handled in accordance with the terms of the decedent's will and the probate laws of the state.

(09:40) Dana loves meeting and working with families. Since she and her husband relocated to western PA, Dana works from home. So, while she cannot meet face-to-face with most clients, her expertise and capacity for empathy still enable her to develop a strong connection with families over the phone and via Zoom.

(13:41) There are pros and cons to working from home. You miss out on the traditional office structure and informal moments of camaraderie that develop unexpectedly. But, Dana likes not having to drive to work every day. And, she takes advantage of being able to quickly jump on her computer to check emails or do some work during downtime at home.

About Bellomo & Associates

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

LINKS AND RESOURCES MENTIONED

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at [phone].

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WAYS TO WORK WITH JEFFREY BELLOMO

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