Full service Probate, Guardianship, and Estate Planning Firm

Full service Probate, Guardianship, Estate Planning, Business, and Family Firm.

Supervised student attorneys in the areas of Probate, Guardianship, Elder Law, and Special Needs both in the classroom and the courtroom.

Involved in over 250 active Estate, Guardianship, and Trust administrations and litigations, either as lead or second counsel. Responsible for meeting and managing clients, signing new business, day to day management of office with eight employees.

Drafting pleadings and performing legal research in the areas of Probate litigation and Administration as well as medical malpractice defense and other civil litigation. Managing clients, especially in the administration connotation, as well as developing new client relationships.

Drafted pleadings for estate and guardianship cases as well as undertaking trust work in addition to real estate work, mostly seller's documents, conventional, and "lady-bird" deeds. Placed in charge of guardianship cases where I was tasked with opening, administering, and closing the guardianship. Worked with personal injury attorneys to provide probate related services to their clients, such as opening an estate to bring a wrongful death claim or a guardianship to administer a minor… Show more Drafted pleadings for estate and guardianship cases as well as undertaking trust work in addition to real estate work, mostly seller's documents, conventional, and "lady-bird" deeds. Placed in charge of guardianship cases where I was tasked with opening, administering, and closing the guardianship. Worked with personal injury attorneys to provide probate related services to their clients, such as opening an estate to bring a wrongful death claim or a guardianship to administer a minor settlement. Assorted administrative tasks such as answering phones and emails and communicating with clients and other attorneys. Met with clients and brought in prospective clients. Show less

Assisted in closings, including creation of files, title commitment work, and lien search work. Assisted attorneys in drafting of legal documents including deeds and trusts. Assorted administrative tasks such as filing, communicating with clients and banks, and answering phones.

Assisted the attorney with drafting of pleadings for a variety of cases including foreclosure, foreclosure defense, guardianship, and estate administration. Dealt with mailings of summonses and posting of three day notices. Also took part in assorted administrative tasks including filing, answering phones, and assisting clients.

Responsible for transport and confirmation of patient identity, ordering/coding of medical procedures and services, prep of procedure and surgical rooms and varied tasks in the recovery room.

Responsible for review and organization of medical records, both traditional paper files and electronic. Prepared files for review by doctors, Medicaid/Medicare officials, and JCAHO representatives. Assisted in departmental JCAHO compliance effort.