What will happen to your loved ones when something happens to you? If you are unsure of or uncomfortable with the answer to that question, we are here to help.

- Initial client consultations and designing custom estate plans to meet each client's needs- Conducting review of client's current estate plan, updating client's plan as needed- Drafting, preparing, and delivering revocable trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, property agreements, certificates of trust, deeds, transfer on death designation affidavits, and asset transfer paperwork- Overseeing trust funding, distribution to beneficiaries, and asset transfers- Preparing Private Settlement Agreements and Agreements Among Interested Parties to modify irrevocable trusts- Directly supervising multiple paralegals and support staff- Presenting seminars on estate planning topics, including as a guest speaker- Writing sections for an office procedural manual- Troubleshooting and updating inter-office processes- HR duties including designing and posting job ads, screening and interviewing candidates, participating in employee performance reviews, and creating training programs for paralegals- IT duties including editing blog content, updating website, updating hardware and software within the office

- Initial screening of clients for possible Social Security Disability claims- Initial intake and application for Social Security Disability- Reviewing, analyzing, and requesting medical records- Creating customized assessments regarding the client's condition for the medical provider to complete- Troubleshooting problem cases- Preparing client files and the assigned attorney for hearing in front of Administrative Law Judge- Writing pre-hearing briefs- Writing post-hearing appellate briefs