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.
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: 1 - 2 years
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
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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