Jane Lee Heuser is the firm’s Estates and Trusts Project Manager. A former Trust Officer, Jane has administered trusts and estates for nearly 20 years, assisting families in the valuation and distribution of assets, the preparation of probate reports and the preparation of Estate and Fiduciary Income Tax Returns.
Jane is a native of Chicago, Illinois and moved with her family to the Triangle in 2005. She is a graduate of the University of Illinois and the American Banker’s Association National Trust School. Jane enjoys travelling and is conversant in Chinese and French. Jane is an active volunteer with her church and the Carrboro-Chapel Hill schools.
Education
University of North Illinois
Bachelor of Science in Business Administration
Jane Lee Heuser
Jane Lee Heuser is the firm’s Estates and Trusts Project Manager. A former Trust Officer, Jane has administered trusts and estates for nearly 20 years, assisting families in the valuation and distribution of assets, the preparation of probate reports and the preparation of Estate and Fiduciary Income Tax Returns.
Jane is a native of Chicago, Illinois and moved with her family to the Triangle in 2005. She is a graduate of the University of Illinois and the American Banker’s Association National Trust School. Jane enjoys travelling and is conversant in Chinese and French. Jane is an active volunteer with her church and the Carrboro-Chapel Hill schools.