Jacob Goodman Email & Phone Number

As an Estate Planning Case Manager at Co-op Legal Services, I specialize in managing estate planning cases from inception to completion. My role involves drafting wills, liaising with clients to confirm instructions, taking payments, and conducting risk assessments. Through these responsibilities, I have honed my communication and analytical skills, achieving high customer satisfaction scores. As of now I am currently trained in various types of trust wills, including APTs, PPTs, RoR, DT, FLITs, BTs, and NRB DTs.Previously, as a Legal Administrator at Co-op Legal Services, I cleared a four-month backlog of payment-rejected lasting powers of attorney, demonstrating efficiency and organizational skills. I also developed Excel spreadsheets to assist in tracking documents, and became proficient in Proclaim case management software.In addition to my legal experience, I worked as a Bartender at TGI Fridays, where I maintained bar setup, provided excellent customer service, and coordinated with the front-of-house team.I have demonstrated leadership, teamwork and organizational skills through my involvement in the Drama Society at the University of Lincoln, where I produced or acted in plays. Additionally, I have a passion for storytelling and project management, showcased through creating and running multiple Dungeons & Dragons campaigns.