Anita R. Burkholder
Wealth Transfer Coordinator
Anita acts as the liaison between the Wealth Transfer Team and Savant’s affiliated law firm, Savant Legal LLP. She coordinates the workflow and client deliverables for the team, including wealth transfer audits, reports, workbooks, and vitals reports. Anita manages the workflow around real estate title searches and other supporting data associated with inter vivos planning for clients, as well as similar searches for Savant’s deceased client process.
Anita has been involved in the administrative support industry since 1987, with more than 35 years of legal experience. Prior to joining Savant, she worked in the Rockford community as a legal assistant, including two high-profile downtown law firms and as an in-house legal assistant at a local development company. Anita enjoys attending Chicago Cubs games, spending time outdoors and up north, and relaxing on a beach.