• Manage and maintain firm's entire book of probate cases. • Draft client letters, opinion letters, demand letters, petitions, declarations, motions.• Conduct legal research and develop client case strategies. • Guide clients through probate and/or trust administration process.• Prepare probate accountings and conservatorship accountings.• Work closely with firm members and clients (in writing, in person, and by telephone) to ascertain and modify client goals, collect evidence, answer questions of law and facts.• Propound and respond to form and special interrogatories, requests for documents and requests for admissions. • Make court appearances. • Participate in and conduct settlement conferences.• Advising clients on the strengths and weaknesses of their cases.• Prepare and handle e-filings of court documents.

• Drafted, reviewed, and researched estate planning for firm’s clients, including, but not limited to living trusts, irrevocable trusts, life insurance trusts, wills, power of attorneys, health care directives, deeds, operating agreements, opinion letters, buyout agreements, promissory notes, assignments, employment contracts, real estate contracts, probate petitions, Heggstad petitions, 13100 Declarations, etc. • Advised clients with moderate to high net worth with respect to implementing new estate plans and/or reviewing existing plans.• Prepared and filed petitions and orders needed for probate administration and handle all other required proceedings in court.• Probate court appearances and filed Ex Parte motions. • Maintained regular communication with clients throughout the life of their matter.• Advised clients on strategies to reduces taxes or fees that may be imposed on their estate.• Handled and assisted clients with retirement plans, life insurance policies, and charitable contributions.• Prepared quitclaim deeds and conduct necessary title research to ensure proper title transfers.• Managed and trained law clerks and administrative staff of firm’s processes.• Designed, developed, implemented marketing campaigns to develop business.• Planned, hosted, and participated in speaking engagements in the local community related to estate planning.

Prepared core estate planning documents for clients including living trusts, wills, powers of attorney, health care directives, and quitclaim deeds. Assisted clients in the administration of trusts and decedent estates, including notifying beneficiaries and other related parties, allocation of assets, and transfer of assets to beneficiaries.

Conducted client interviews, performed case research/review, and assisted attorney with the preparation of legal materials associated with employment claims including discrimination, wrongful termination, retaliation, harassment, wage disputes, and other EEOC violations. Drafted various legal documents such as complaints, answers to interrogatories, requests for admissions, responses to production of documents, and participated in focus group observation.