🌟 I’m Jay, the proud founder of JM Thomas Law, PLC—focusing primarily on estate planning and legacy protection. With a passion for helping individuals and families secure their future, I provide personalized and comprehensive estate planning services.📜 My journey in law has been driven by a simple yet powerful philosophy: everyone deserves peace of mind when it comes to their legacy. I blend expertise, compassion, and innovation to tailor estate plans that reflect each client's unique life and aspirations.🔍 What I Offer:Estate Planning: Wills, Trusts, Healthcare Directives, and more.Business Succession Planning: Ensuring your business thrives across generations.Asset Protection: Safeguarding your hard-earned assets from unforeseen circumstances.Probate and Trust Administration: Guiding families through challenging times with empathy and expertise.🤝 My approach is rooted in building strong, lasting relationships with my clients. I believe in making estate planning accessible, understandable, and as stress-free as possible. Whether you’re starting a family, running a business, or looking to secure your financial legacy, I’m here to guide you every step of the way.📈 As a solo practitioner, I bring a personal touch to every interaction, ensuring that your estate planning journey is handled with the utmost care and attention to detail.✉️ I'm always open to connecting with fellow professionals, clients, and anyone interested in learning more about estate planning. Feel free to reach out for a chat or consultation!

Prepare correspondence and documents for supervising attorney: deposition notices, subpoenas, motions, contracts, briefs, complaints, wills, trusts, power of attorney.Provide research, analysis, and other general support to lead attorney.Maintain calendars, appointments, and due dates.Facilitate document signing and notarization.Obtain and convey necessary information to and from clients and others on behalf of supervising attorney.

Directed support activities for four regional sales representatives.Counseled customers on the implementation and maintenance of automation equipment.Managed the sales activities for eleven distribution partners.Pioneered the implementation of a customer relationship management system. Supervised customer relation management system.

Managed customer communication - Social Media Accounts, Content Marketing Campaigns, Blog articles, self-help support articles, customer forumsDeveloped and implement Lead Nurturing Campaigns for prospective customersCreated promotional films including VR/360 VideosDirected sales support activities for 6 regional sales representativesManaged logistics and serve as the primary on-site contact for dozens of national and regional conventions, trade shows and events.Built CRM tracking system to track stages of inbound leads.Conducted training and consultation sessions for groups of ten or more clients to ensure proficiency with new software and enhance process efficiencies.Oversaw the implementation and maintenance of digital forms and templates (HTML5, CSS3, Javascript) for 250+ accounts.Performed usability and functionality testing for upgrades or new features.Administered customer support for hardware, software, or network troubleshooting.Developed and facilitated training programs to increase team members' technical knowledge and support skills.

Successfully performed managerial duties during manager’s absenceEffectively coordinated shift schedulesAssisted in the management of a group of 7 employeesAssisted in marketing promotionsEfficiently developed organizational plans as well as efficiently managed customer needs

Conducted initial interview process for client intakeEffectively handled bank depositsCompleted general office duties

Earned license in Health and Life insuranceMaintained accurate record of travel expensesConducted professional presentations to prospective customersDetermined eligibility of potential clients and explained benefit packages to new enrolleesEnrolled families into insurance plans

Maintained detailed time schedules of work projects and required completion datesDelegated work responsibilities and projects to a team of fourPerformed various rental property maintenance and repairs