Estate Planning - Draft estate planning documents, including Last Wills & Testaments, Trusts, Powers of Attorney, and Advanced Medical Directives. Draft letters to clients explaining the details of their estate planning documents. Attend client intake meetings and take notes on client’s potential plans and wishes. Update and maintain the conference room calendar for client meetings to prevent conflicts.Estate Administration – Assist supervising attorneys throughout all phases of the probate process. Draft documents for review and signature and file petitions for probate, inventories, and administrative accountings. Open and maintain estate bank accounts. Identify and transfer probate assets, including straightforward and complex asset management. Communicate with and gather information from Personal Representatives and Interested Persons regarding the probate process and provide updates during each step. Determine and provide appraisers and accountants with necessary information to obtain values of properties and file tax returns. Communicate with Deputies of the Register of Wills for Baltimore County and Baltimore City to reconcile any issues that arise in all phases of the Probate process. Prepared file and documents for judicial probate.

Assisted pharmacist with processing and handling prescriptions. Maintained customer records with correct personal information, doctor information and prescription records. Greeted the customers entering into organization. Scanned customer groceries and handle all cash transactions. Guided and solved queries of customers. Attended to children by playing games and reading books. Ensured a safe environment for patrons by watching the children and handling disputes

Attended hearings and settlement conferences on age and race workplace discrimination. Researched and wrote opinions on age discrimination and gender discrimination.

Attended hearings regarding probate, creditors, conduct of personal representatives, appointment of successor personal representatives, and guardianships. Logged in motions received by the Register of Wills including letters, motions for extensions, accountings, petition for counsel fees, and request for money from trust in reference to guardianships. Researched the timeframe of ability to elect spousal share.

Drafted interrogatories, court entries, motions, letters to clients regarding dates and locations of trials, and marketing letters to refer clients to the firm. Opened, closed, and organized client files. Scheduled court dates, client meetings, and maintained the attorney calendar. Answered phones and assisted clients.

Typed transcripts, drafted subpoenas, and attorney representation letters. Answered phones and assisted clients. Filed closed Circuit and District Court cases into storage.