• Estate planning: Interviewed clients to determine their estate planning needs; drafted documents including trusts (revocable, retirement, special needs, etc.), wills, powers of attorney, advance health care directives, property co-ownership agreements, and grant deeds; conducted draft meetings and signings; supervised client file closing procedures.• Trust and estate administration: Prepared documents relating to probate and trust administration (e.g., Heggstad petition, notice to beneficiaries, small estate affidavit); educated clients on the administrative process and their fiduciary duties; interacted with financial institutions, beneficiaries, heirs, government agencies, credit search companies, and other entities.• Management: Coordinated the drafting and signing schedules of all attorneys and paralegals in the office; oversaw the work of the paralegals and administrative staff to ensure that deadlines were met. • Marketing: Wrote and edited articles for the company monthly newsletter; conducted seminars for prospective clients; networked with other business professionals regularly to build cross-referral relationships.

• Prepared bench memoranda for misdemeanor cases in appeal and presented findings to the appellate panel.• Confirmed the weekly court calendar for the Presiding Judge. • Reviewed ex parte petitions and interviewed attorneys on their petitions.• Reviewed temporary restraining order and guardian ad litem petitions and briefed judges on their merits.

• Prepared law and motion memoranda for probate cases and presented findings to the Judge.• Researched legal issues for pending probate, conservatorship, and guardianship cases.