Tori Brooks

As an Estate Associate at R.M. Davis, Tori is responsible for administering accounts owned by deceased clients.  Her work includes reviewing wills, trust documents, and/or beneficiary designations to determine estate structure and plan for asset distribution to beneficiaries.  She works with attorneys and accountants on valuations, cost basis, and other related issues as needed, and prepares necessary account transition paperwork.  She coordinates with various internal and external constituents, including our Client Relationship teams, trustees, personal representatives, and beneficiaries to communicate, plan, and facilitate the distribution of accounts and to clarify roles and responsibilities.

Tori is a Maine native from Kennebunk, currently living in southern Maine. She enjoys reading, listening to audiobooks, going to the beach, and most of all, spending time with her dog, Pedro.