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Nancy Baker

Wealth Transfer Specialist

555 17th Street, Suite 3200, Denver, CO 80202

Drawing on her 25 years with Holland & Hart, Nancy is an asset to both the Private Client and Tax attorneys.

Nancy aids the Private Client group in the firm’s goal of efficiency in workflow and providing our clients with the best and most secure work product that our technology can provide. Nancy utilizes the knowledge gained in her 13 years in the Holland & Hart IT Department to help troubleshoot problems encountered by the Private Client attorneys. She also acts as a liaison between the Private Client group and the Practice Support and Technical Support groups to ensure that practice specific software is up to date and coordinates training on specific software as needed.

Experience

  • Assist in the management of clients’ wealth transfer documents
  • Maintain database of estate planning documents for clients
  • Track and file LLC filings for clients
  • Maintain information for the Private Client Group on the firm’s portal
  • Prepare complex binders of wealth transfer documents as well as create electronic binders
  • 13 years with the Holland & Hart IT Department
    • Technical Support
    • Trainer
    • Training Manager
  • Assist members of the Private Client Group with technical issues as needed

Education

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