Legal Assistant
Current• Organized and maintained all company records for estate planning matters• Corresponded directly with top clients on estate planning and estate administration matters• Notarized, witnessed, and drafted standard estate planning documentations and forms (Wills, Trusts, Power of Attorney, and Advance Medical Directives)• Produced receipts and releases in relation to distributions from an estate or trust• Prepared attorneys for court proceedings, including scheduling and managing… Show more • Organized and maintained all company records for estate planning matters• Corresponded directly with top clients on estate planning and estate administration matters• Notarized, witnessed, and drafted standard estate planning documentations and forms (Wills, Trusts, Power of Attorney, and Advance Medical Directives)• Produced receipts and releases in relation to distributions from an estate or trust• Prepared attorneys for court proceedings, including scheduling and managing various court filings • Conducted legal research under the supervision of company attorneys for numerous litigation cases • Implemented a new system for payment processing that expanded client base Show less