Lisa Galletta Florida Registered paralegal (“FRP”) has been serving as a trust and estate and estate planning paralegal between Connecticut and Florida for over 30 years. She leads our probate, guardianship and estate planning department in our Vero Beach office. She has been a Florida Registered paralegal since March 1, 2011. Lisa hails from Mamaroneck, New York but has been fully immersed in the Florida sunshine for 17 years. She enjoys working on accountings for estates, trusts and guardianship. She is computer savvy and adds a great influence on the processes in our office to make the office run smoothly. She has been a part of our team sometimes part time and sometimes full time since 2008. Lisa may be one of the paralegals assigned to your file and will communicate with you about the status of your matter.
Tracy Bealer paralegal joined Elder & Estate Planning Attorneys PA in February of 2020. She received her Paralegal Certification from Nova University in 1995. She has over 15 years of experience working as Paralegal. She heads our probate, guardianship, and estate planning department in our Jupiter office. She also assists in our litigation and trust funding departments. Tracy was born in Mt. Pleasant, Pennsylvania. She has lived in the Palm Beach County area since 1985. Tracy loves working directly with clients to help them achieve their goals in estate planning and resolve the issues of distribution of assets after death. Tracy will be one of the paralegals assigned to your file. For our client care annual plan members, Tracy will be one of the team who will be working with you to confirm your estate plan is implemented and review annually your family issues and possible changes to your documents.
Kristine Grieco client coordinator. She joined Elder & Estate Planning Attorneys PA in September 2019 after moving from New York to join her family in Florida. Kristine is the team member in charge of following up with potential clients for documentation, setting conference calls, meetings (video and in person) and the execution of the documents. She is also the one who collects payments and provides invoices, receipts and copies of documents. Kristine has a varied employment background having worked in and help run a family owned construction company for 20 years, a certified public accountants office and administrative assistant to lawyers affiliated with the accounting office. Our clients love conversing with her – she is the heartbeat of our organization.