Joanne Rateau

Estate Administrator

Education

Simmons University, BS in Business Administration

Focus Area

Joanne is one of the Estate Administrators within the Trust & Estate Legal group. She is responsible for all aspects of estate administration by assisting the family during the difficult and overwhelming time of the loss of a loved one.

Experience

Joanne brings over 17 years of estate and trust administration experience to her work with estate professionals, trustees and court clerks. Prior to joining Fiduciary, Joanne was a Trust and Estate Administrator at Goulston & Storrs where she prepared and filed the state and federal estate tax returns; identified, valued, and collected all probate and non-probate assets; assisted with funding of trusts according to the decedent’s estate plan. Before that, Joanne was a Probate Paralegal at Choate Hall & Stewart where she prepared and filed the pleadings for the allowance of Personal Representatives, guardianships, conservatorships and trust accountings.

Community Involvement

YMCA, Community Volunteer
De Novo, Volunteer Interpreter

Personal

Outside of work, Joanne loves spending time with her family by either going on long walks with her husband or getting involved with any one of her three children’s activities. She is currently learning the art of gardening.

Education

Simmons University, BS in Business Administration

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