Experience

Law Mother

• United States
• Law Practice
• 1 - 100 Employee

• Senior Paralegal

  • Jun 2020 - Present

  • Responsible for the preparation of Wills, Revocable Living Trusts, POA's, Guardianship documents, personal financial statements and other supporting documents. • Assure efficient and effective use of estate planning software, such as Wealthcounsel and KEAP. • Review estate planning documents to ensure accuracy. • Field client questions regarding their estate planning needs. • Communicate effectively with support staff to ensure a seamless customer experience. • Responsible for the preparation of Wills, Revocable Living Trusts, POA's, Guardianship documents, personal financial statements and other supporting documents. • Assure efficient and effective use of estate planning software, such as Wealthcounsel and KEAP. • Review estate planning documents to ensure accuracy. • Field client questions regarding their estate planning needs. • Communicate effectively with support staff to ensure a seamless customer experience.



Palm Desert Law Group, APC

• United States
• Law Practice
• 1 - 100 Employee

• Trust and Funding Coordinator

  • Aug 2019 - Aug 2022

  • Assist clients through the esate planning and trust funding processes. • Assure efficient and effective use of estate planning software, such as Clio, Wealthcounsel and KEAP. • Responsible for the preparation of Wills, Revocable Living Trusts, POA's, Guardianship documents, personal financial statements and other supporting documents. • Review estate planning documents to ensure accuracy. • Field client questions regarding their estate planning needs. • Assist clients through the esate planning and trust funding processes. • Assure efficient and effective use of estate planning software, such as Clio, Wealthcounsel and KEAP. • Responsible for the preparation of Wills, Revocable Living Trusts, POA's, Guardianship documents, personal financial statements and other supporting documents. • Review estate planning documents to ensure accuracy. • Field client questions regarding their estate planning needs.



Law Office of Anthony S Park, PLLC

• Remote Paralegal

  • Jun 2015 - Jun 2018

  • Gather pertinent information from clients via online phone and e-mail • Assess each potential client on a case-by-case basis to see if they will be accepted • Conduct web and phone based research in regards to potential beneficiaries and assets in each estate case • Coordinate with other professionals on a case-by-case basis (brokers, closing attorneys, litigation counsel, etc.) • Collect assets from banks and other financial institutions • Draft and file legal documents • Negotiate final debt payments with debt collectors • Conduct final accounting in order to calculate and pay taxes