United States
As an estate planning paralegal, my mission is to empower individuals and families to secure their legacies with precision and compassion. With a commitment to excellence and attention to detail, I strive to assist clients in navigating the complexities of estate planning, ensuring their wishes are understood, protected, and executed effectively. By providing personalized guidance, through documentation, and unwavering support, I aim to foster peace of mind and facilitate the seamless transfer of wealth and assets across generations. With integrity, professionalism, and a dedication to the highest standards of service, I am committed to helping clients achieve their estate planning goals with confidence and clarity.
• Draft estate planning documents for attorneys’ review. • Revise estate planning documents accordingly. • Review client financial statements. • Communicate with financial advisors and financial institutions. • Assist clients with funding according to attorney instructions. • Communicate with clients and act as their primary point of contact for their day-to-day communications. • Draft client correspondence. • Create client binders and a polished final product for Estate Planning files. • Scan client documents and maintain organized client files.
• Conduct research, investigate facts, and develop legal arguments. • Prepare and file legal documents with immigration court and United States Citizenship and Immigration Services (USCIS). • Draft legal documents such as contracts, depositions and pleadings.
• Managed team of 30 associates to drive exceptional results including executing standard operating procedures, identifying areas of improvement, implementing solutions, and providing ongoing training. • Performed day-by-day support operations including allocating labor, leading meetings, assigning job duties, and communicating with internal and external suppliers. • Drove workflow and daily production goals while identifying and addressing safety issues, monitoring inventory levels and closely collaborating with extensive team.
• Developed, managed, and refined business plans and sales strategies for user market to ensure attainment of branch sales and profitability goals. • Directed and led team of 10 engineers- architects and contractors, assisting with individual selling efforts and helping sales representatives reach targets. • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures. • Established and cultivated solid business relationships with new or existing customers.
• Coordinated and directed daily administrative operations including records, departmental finances, budget preparation, personnel concerns, and housekeeping. • Responded to emails and other correspondence to facilitate communication and enhance business processes. • Supported business and hospitality needs of corporate partners and staff during meetings and company events. • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.