We are pleased to welcome Nikki A. Matula to Legacy Private Trust Company as our new Estate Settlement Coordinator. Nikki brings over two decades of experience in accounting and office management, providing dedicated support to Legacy’s Estate Settlement Unit (ESU). In her role, she works closely with Trust Tax and Administrative Officers to manage and settle complex estates and trusts, ensuring the accurate, efficient, and timely coordination of information. At Legacy, our estate settlement services are designed to carry out the necessary steps in a timely and tax-efficient manner, while maintaining sensitivity to family dynamics and emotions. As part of the team that helps guide family members during difficult and emotional times, Nikki is known for her attention to detail, clear communication, and confident problem-solving approach—making her a valuable addition to our team.
At Legacy, we believe that talent is a combination of initiative and intelligence, demonstrated on a consistent basis. We are committed to developing and investing in our team, ensuring we have the bench strength to continue delivering the personalized service our clients rely on. As a highly desirable employer, we continue to attract top talent, further strengthening our ability to provide the expertise and support needed for the future.
For those who share our passion for excellence and are strongly motivated to succeed, we invite you to explore career opportunities with us. Learn more about our culture and current openings here: www.lptrust.com/careers/
