Kathy McWard

With more than a decade of experience, Kathy assists attorneys with probate and trust administration, special needs trusts, guardianships, and estate planning. She is particularly skilled at fiduciary and conservator accounting matters, leveraging her proficiency with GEMS software and advanced technology skills. With deep knowledge of probate processes and court requirements, Kathy ensures accuracy and efficiency in case preparation.

Kathy understands the importance of submitting complete and accurate documentation for initial court approval to avoid delays, and she excels at managing multiple deadlines across complex probate and trust administration cases. Kathy works closely with clients to provide timely updates and maintain compliance throughout the process. Her meticulous approach and technical experience make her a trusted resource for fiduciary accounting and court-related matters.