•Client Relationship Management (CRM): Act as a central point of contact for both attorneys and clients, ensuring effective communication and coordination.• Trust Funding Coordination: Coordinate funding to Trusts by carefully reviewing and analyzing asset information, including retrieving Date of Death values.• Deed Drafting and Recording: Drafting and recording deeds to facilitate property transactions within the scope of legal requirements.• Legal Document Preparation: Prepare a variety of legal documents, including affidavits, probate documentation, claim forms, and account applications.• IRS Interaction: Facilitate the acquisition of EINs, applying for extensions, and preparing 1099's, SS-4's, and 2848's, adhering to IRS guidelines and regulations.• Correspondence Drafting: Draft and file correspondence to courts, clients, and financial advisors.• Will and Trust Document Review: Review and interpret wills and trust documents to ensure compliance with legal standards and client intentions.• Asset Inventory and Reconciliation: Prepare comprehensive asset inventories and conduct reconciliations to ensure accuracy and completeness.• Distribution Computation and Disbursement: Calculate accurate distributions to beneficiaries based on the terms outlined in wills, trusts, and legal documents.• Estate Inventories: Prepare comprehensive inventories of estate assets, documenting all relevant details to provide a clear overview of the estate's holdings.• Final Accountings: Compile and present final accountings of the estate, incorporating all financial transactions, asset distributions, and any outstanding obligations.

• Complaint Resolution: Research and investigate complaints received from citizens, aldermen, or other city staff, taking appropriate actions to address concerns effectively.• Communication Management: Maintain open communication channels with complainants and city staff, providing timely updates on building code case statuses and addressing any inquiries.• Code Inspection and Enforcement: Conduct thorough inspections to identify and address municipal code violations, with a focus on deteriorating and deteriorated areas/neighborhoods in West Allis. Enforce compliance with building codes and regulations to contribute to the improvement and safety of the community.• Legal Interpretation and Compliance Recommendations: Interpret legal requirements related to building codes and regulations. Recommend compliance procedures to property owners, providing guidance on necessary actions to ensure adherence to established standards.

• Violation Letter Administration: Drafted and dispatched violation letters on behalf of Neighborhood Services Inspectors, ensuring timely communication and compliance with city regulations.• Real Estate Ownership Records: Entered and maintained accurate records of all real estate sales throughout the city, contributing to up-to-date ownership databases.• Financial Transactions Processing: Efficiently processed property tax payments, water bill payments, and parking permit payments.• Revaluation Appointment Coordination: Scheduled revaluation appointments for multiple assessors, coordinating calendars to optimize efficiency.• Customer Interaction: Responded promptly and professionally to phone, email, and in-person inquiries from citizens, providing assistance and information related to neighborhood services, assessor's office, and treasurer's office.

• Tenant Management: Served as the primary point of contact for approximately 1,000 tenants across twenty properties on the east side of Milwaukee. Addressed tenant inquiries, concerns, and facilitated effective communication between tenants and maintenance or management.• Financial Management: Managed Accounts Receivables, ensuring accurate tracking and timely collection of rental payments. Assisted in Accounts Payables processes, contributing to efficient financial operations.• Property Maintenance Coordination: Scheduled and coordinated property maintenance to ensure the upkeep and functionality of the real estate portfolio. Collaborated with maintenance teams, vendors, and management to address maintenance requests in a timely manner.• Rental Application Processing: Gathered and analyzed data for processing and approving rental applications. Conducted thorough credit reports and background checks. Reviewed monthly income documentation to assess applicants' financial eligibility. Determined the need for an indemnifier based on application information and company policies.