Paralegal
Redwood City, California, United States
- Assisted attorneys in preparation of estate planning documents such as trusts, wills, power of attorneys, and advance health care directives
- Communicated with clients to guide them through the trust administration process and prepared a variety of related documents such as deeds, affidavits and certification of trusts
- Drafted legal pleadings for ongoing conservatorship and probate matters
- Compiled and structured details of estate assets, including bank statements, brokerage account statements, real estate holdings, and financial accountings, into clear and concise inventories.
- Prepared legal analysis and research on statutes, regulations, legal articles, judicial decisions, and other legal sources to attorneys