• Prepare estate planning documents (Affidavit of Trust, Power of Attorney, Health Care Advance Directive, Last Will, etc.)• Prepare funding documents (Letters of Instruction, ownership transfer forms, beneficiary designation forms, etc.) and correspond with financial third parties to assist clients with linking their assets to their estate plans• Manage and mentor Estate Planning Coordinator • Virtually attend all signing meetings and funding follow-up meetings to explain funding actions and next steps• Update each client's "client portal" with proposed and verified asset transfers and beneficiary designations• Prepare estate planning diagrams• Prepare deeds and electronically submit deeds to Simplifile for recording, as well as file homestead exemptions • Virtually attend client meetings as remote notary and witness• Upload and tag estate planning documents to eNotary Log for remote notary signings• Conduct support staff meetings• Prepare email and mail correspondence to clients and third parties• Assemble funding documents for client meetings• Prepare training schedules for all support staff new hires• Assist with miscellaneous projects in relation to Trust/Estate Administration, as assigned

• Prepare estate planning documents (Affidavit of Trust, Power of Attorney, Health Care Advance Directive, Last Will, etc.)• Correspond with financial third parties and prepare funding instructions to assist clients with linking their assets to their estate plans• Prepare estate planning diagrams• Prepare deeds, as well as file homestead exemptions and mortgage deductions• Attend client meetings as notary and witness• Prepare email and mail correspondence to clients and third parties• Assemble documents and prepare estate planning portfolios for client meetings• Mentor support staff members and run support staff meetings

• Prepare estate planning documents (Durable Power of Attorney, Healthcare Power of Attorney, Living Will, Last Will, Affidavit or Certification of Trust, etc.)• Prepare deeds, as well as homestead exemptions and mortgage deductions• Attend client meetings to witness and notarize documents• Correspond with financial third parties and prepare funding instructions to assist clients in the Trust funding process• Organize and assemble documents in preparation of client meetings• Prepare email and mail correspondence to clients and third parties

• Schedule appointments and meetings using Outlook• Handle all initial phone calls and email correspondence• Greet clients and provide information about the business• Create client bills and record payments using Quickbooks• Handle all bank deposits• Revise and witness legal documents as requested• Organize and track client files and legal documents• Log all phone communication using OneNote• Update company website • Apply proper postage for outgoing mail and ensure timely delivery to Post Office• Log incoming and outgoing mail using Excel and create spreadsheets as requested• Make copies, scan and fax documents• Troubleshoot computer and office equipment issues• Handle office supply ordering working within a budget

• Led the planning and implementation of daily activities for over 60 residents• Built strong relationships with residents and staff• Led organization-wide food drive for Kalamazoo Loaves and Fishes

Shift Supervisor/Front Desk (June 2015 - June 2017)• Led event coordination • Conducted all sales and financial obligations during shift• Supervision of 4 staff per shift• Led the opening and closing of daily operations• Handled all incoming and outgoing phone communicationSales Associate (November 2012 - May 2015)• Customer service• Ensuring the safety of all children in facility• Cash handling