Executive Assistant:
Schedule attorney consults for new and current clients as well as private non-fee based consults.
Set up Zoom meeting for Team and confer call meetings.
Effective communication with clients in a timely manner.
Draft legal correspondence, memoranda, and demand letters as needed.
Maintain accurate and up-to-date files (electronic and physical).
Order and maintain supplies for the office.
Run credit card payments for attorney consults or trust payments.
Reconcile credit card receipts weekly and submit to accounting department.
Type up various books for the attorney as a draft and final copy.
Fed Ex for Nominee packages overseas.
Manage Armor 8 processing for Nevada.
Distribute daily mail from office messenger and mailman.
Trust Paralegal:
Trust Paralegal provides essential support to attorneys by managing the administrative and procedural aspects of trust administration.
Schedule meeting with the attorney and client for trust related consultants.
Use LEAP software to handle correspondence with trust clients and amend any trust documents for the trust clients as needed.
Assist with the administration of revocable and irrevocable trusts.
Serve as a liaison between attorney and clients.
Responding to inquiries regarding trust matters under attorney supervision.
Prepare preliminary drafts trust documents for review by the attorney.
Track trust milestones and ensure timely follow-up on outstanding issues.
