Lee-Norah Sanzo

The first thing you realize about Lee-Norah is how much she loves her work. Eventually, you find out why. Every day, Lee-Norah gets to apply three things that are core to her being and which happen to make her a standout in the world of trusts: a love of history (including yours), ability to solve difficult puzzles (for you), and loads of empathy (for you and yours).

A trust often starts with a wish, Lee-Norah says. The wish is often something like this, she wishes to preserve her assets and do something meaningful with them. It’s a journey of self-discovery and fulfillment, she says, to turn that wish into a plan that can be carried out by a trust over time. And that is what Lee-Norah helps you do, along the way gaining a sense of what motivates you and what matters. She calls the journey “bringing a trust to life,” something she has been doing for more than 25 years. One could call her a trust whisperer.

She holds a B.A. in History from Pitzer College.