Remote Drafting Paralegal here with Estate Planning and Probate Experience looking for Part Time Opportunity
I am self-motivated; A great team player; and I have the attention to detail. Frequently praised by my Manager as trustworthy and someone who works with integrity and pride in what I do, I can definitely help your company achieve its goals.
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Here are my duties and responsibilities as a Paralegal:
1. Coordinated client information and case management in Clio, WealthCounsel and Lawmatics, ensuring accurate and up-to-date records;
2. Created initial Trust Diagrams for review by attorneys, facilitating effective communication and planning;
3. Led case meetings to discuss schedules, updates, and strategic approaches, ensuring seamless collaboration with legal teams;
4. Managed appointments and follow-up meetings with clients, providing exceptional customer service and support;
5. Drafted Revocable Trust, Wills, POAs and other Ancillary documents through WealthCounsel, demonstrating expertise in Massachusetts and Missouri Estate Planning and Probate Laws.
6. Experienced in managing the attorney's inbox and calendar
7. Helped the Marketing Team in creating Monthly Newsletters, Marketing Flyers and ad materials for Estate Planning Monthly Events
