Tracy Bealer
Elder and Estate Planning Attorneys PA
Tracy Bealer
Paralegal | Elder and Estate Planning Attorneys PA
"I enjoy helping clients move forward with confidence, knowing their plans are in place and their families are cared for."
Tracy Bealer is a paralegal at Elder & Estate Planning Attorneys PA, where she brings over 15 years of experience and a hands-on approach to client care. Since joining the firm in February 2020, Tracy has become a trusted guide for clients working through estate planning, probate, guardianship, and more.
She is passionate about working closely with families to help them understand the estate process, organize their goals, and feel secure about the future. As a member of our Client Care Annual Plan team, Tracy plays an important role in ensuring your estate plan stays updated year after year.
Education and Background
Paralegal Certification, Nova Southeastern University (1995) Over 15 years of legal experience Born in Mt. Pleasant, Pennsylvania Resides in Palm Beach County since 1985 Joined Elder & Estate Planning Attorneys PA in 2020
Practice Focus and Philosophy
Leads the probate, guardianship, and estate planning department at the Jupiter office Supports trust funding and litigation teams Works directly with clients to assist with the estate planning process and asset distribution Provides ongoing support to Client Care Annual Plan members, including plan reviews and updates Known for her empathetic and client-focused approach