Jeffrey

Experienced Estate Planning and Probate Paralegal

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Overview

Looking for full-time work (8 hours/day)

at $8.20/hour ($1,443.20/month)

Bachelors degree

Last Active

March 11th, 2025 (6 days ago)

Member Since

March 20th, 2022

Profile Description

Remote Legal Assistant here with Estate Planning and Probate Experience looking for Full Time Opportunity

I am your next Paralegal / LegalAssistant 
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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1. Coordinated client information and case management in Clio, 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 Power of Attorney documents through WealthCounsel, demonstrating expertise in Massachusetts and Missouri Estate Planning and Probate Laws.

Top Skills

Experience: 1 - 2 years

Experience: Less than 6 months

Experience: 1 - 2 years

Other Skills

Experience: Less than 6 months

Experience: Less than 6 months

Experience: Less than 6 months

Experience: Less than 6 months

Experience: Less than 6 months

Basic Information

Age
28
Gender
Male
Website
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Address
San Juan, NCR
Tests Taken
IQ
Score:  123
English
C2(Advanced/Mastery)
Government ID
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“I can't be happier!”

Brian McAlister

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