Debbie Sears Email and Phone Number

Estate, Elder and Special Needs Law Paralegal. Draft, review and generate estate plan documents, such as Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, Wills, Powers of Attorney, Advance Health Care Directives, Assignment of Business Interests, Grant Deeds and Corrective DeedsDraft, review and generate Trust Administration documents, including Certification and Affidavit of Trust, Small Estate Affidavits, Notice to Heirs and Affidavit Death of TrusteePrepare Conservatorship and Probate Matter Judicial Council Forms for filing with the court. Adhere to filing deadlines.Compose correspondence to government agenciesReview client files, interpret information and enter legal data. Perform research as needed.Communicate with clients via correspondence and phone to gather information and respond to client inquiries. Handle confidential information with integrity. Coordinate and balance multiple tasks in a time sensitive manner while maintaining attention to detail and adapting tasks to priority changes.Track and record time for billable Matters.Legal Software - WealthCounsel, ElderDocs, MyCase, Time MattersMicrosoft Word and Microsoft Outlook

Estate, Business and Special Needs Planning

Estate, Elder and Special Needs Law

Estate Planning