Paralegal
Williamsburg, Virginia, United States
- Updated legal language in Trusts and Wills for existing clients- Developed a strong relationship with nearly 400 clients- Studied the Code of Virginia for new code sections or language- Maintained client asset checklists for the purposes of funding Trusts- Attended marketing events to represent Wilson Law, PLC- Designed marketing materials, documents, and worksheets for the firm - Educated in the structure of a Revocable Living Trust and Last Will and Testament-… Show more - Updated legal language in Trusts and Wills for existing clients- Developed a strong relationship with nearly 400 clients- Studied the Code of Virginia for new code sections or language- Maintained client asset checklists for the purposes of funding Trusts- Attended marketing events to represent Wilson Law, PLC- Designed marketing materials, documents, and worksheets for the firm - Educated in the structure of a Revocable Living Trust and Last Will and Testament- Drafted Deed of Transfers for clients whom are retitling homes to their Trust- Wrote healthcare packages (Durable POA, Healthcare POA, Living Will, HIPAA, Organ Donor Form) Show less