Ana is the Trust and Estates Paralegal for Tompkins Financial Advisors. Ana joined Tompkins in 2020 and works closely with the team relative to estate administration and trust terminations. Ana has experience with all aspects of estate planning and estate administration including, but not limited to, Medicaid planning, Trust administration and termination, Trust and Estate litigation.
Prior to joining Tompkins, Ana was a paralegal in private practice in Syracuse, New York specializing in Trust and Estates including Trust and Estate litigation. She also has experience in healthcare management and real estate property management. She graduated from Nazareth College of Rochester and Bryant & Stratton College.
Education & Certifications
Bachelor of Science – Social Work (also referred to as a B.S.W.) – Nazareth College of Rochester
Associates of Occupational Studies – Paralegal Studies – Bryant & Stratton College
Certified Paralegal – National Association of Legal Assistants