Estate Planning
Leontine Vanterpool
Partner for estate planning. Makes sure the documents your attorney drafts actually work.
Certified: 2012
Languages: EN
(919) 555-0134
leontine@fennimoreplatt.com
Leontine came to the firm in 2015 from a trust company, where she administered estates for nine years. She leads estate planning coordination: beneficiary reviews, trust funding and the first year after a death in the family.
She sits in on attorney meetings when clients want her there and keeps the one-page map of accounts and contacts that executors use on day one.
Selected client plans
Education and credentials
BA Political Science, North Carolina Central University, 2004
CFP® certification, 2012
Certified Trust and Fiduciary Advisor, 2010
Memberships
Triangle Estate Planning Council
Financial Planning Association of North Carolina
