Sara Tubbs
Trust Officer - Estate and Trust Settlement
Background & Role
Sara is located in our Madison, Wisconsin office. She is responsible for guiding beneficiaries and family members through the trust and estate settlement process with compassion and skill. Sara strives to provide excellent service as she works closely with investment advisors, attorneys, accountants, and other professionals to ensure compliance with legal and regulatory requirements.
Prior to joining Fiduciary Partners, Sara worked as a paralegal in various law firms throughout the Madison area. With over ten years of experience in the legal field, Sara is knowledgeable in multiple areas including trust and estate settlement, preparation of gift and estate tax returns, estate planning, real estate, and business formation and transactions.
Education
- Associate Degree, Paralegal, Madison College
- Cannon Financial Institute – Continuing Education Programs
Contact
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