Lisa C. Simon

PARALEGAL 412-288-5007 VCard

For more than 35 years, Lisa has worked in the area of Estates and Trusts where she has gained significant knowledge and experience in all levels of estate administration.  Lisa’s responsibilities 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 and relationships with personnel at the bank
  • 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
  • Preparation of annual trust accounting

According to Lisa, working at Houston Harbaugh gives her the opportunity to do her best every day. She loves her work, and enjoys working closely with the attorneys and the firm’s clients. Her years of experience are recognized as a valuable asset to the Estates and Trusts practice.