July 11, 2017 | Houston Harbaugh, P.C. announced Lisa A. Fredette, CFP® has joined the firm as an Estate Administration Paralegal in its Estates and Trusts Practice Group.
Ms. Fredette has more than 20 years of experience in trust administration, estate administration, and financial services. Her work will include preparation of Orphans’ Court Division forms and filings; assisting in the collection and distribution of estate assets; opening and maintenance of estate and trust bank accounts; valuation and transfer of securities; analysis, accounting and data entry in the preparation of the Federal Estate Tax Return, Pennsylvania Inheritance Tax Return, and Inventory; preparation of U.S. Gift Tax Returns; and preparation of annual trust accounting.
She earned a bachelor of science degree from the University of Phoenix, and associate of arts degree from Edinboro University, as well as certificates from the College for Financial Planning, the Pennsylvania Bankers Association School of Trust, and the National Endowment for Financial Education. She obtained her Certified Financial Planner designation in 2001.