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Alix

Helping grieving family members go through the probate process easily.

Probate Care Specialist

Sheehan Law, PLLC

Specializing in estate planning, probate, trusts, real estate, and corporate law.  Write  complex estate plan documents, including crafting specific legal language.  Prepare probate documents and manage probate process to completion.  Extensive client interaction.

Paralegal

Royal Legal Solutions

Preparation of all estate planning documents after review of completed questionnaire for virtual law firm based in Austin, Texas.  Involved in company projects to improve the client experience, including revisions to estate planning questionnaire and document automation.

Estate Planning Legal Assistant

MacInnes Whigham & Siefken, LLP

Legal researcher and records archivist for insurance defense law firm.

Document Management Specialist

Law Office of Vivian E. Ross-Bennett

Preparation of estate planning documents, real estate deeds, guardianship and probate pleadings, and correspondence for solo attorney.  Maintained confidential client files, and met with clients and assisted in execution of estate planning documents.  Performed billing and collections.  Attorney quit her practice.

Office Manager and Legal Assistant

Law Office of Mathew Jacob

Preparation of estate planning documents, probate pleadings, and real estate deeds for solo attorney.  Maintained confidential client files, and met with clients and assisted in execution of estate planning documents.  Attorney joined a large firm and closed his office.

Haynes and Boone, LLP

Supported three attorneys: one partner practicing estate planning and tax law, one associate practicing real estate transactional law, and one associate practicing employment law.  Preparation of real estate transaction documents and closing binders, estate planning documents, real estate deeds, and corporate employment informational packets.  Met with clients and assisted in execution of estate planning documents.

Transactional Legal Secretary

Law Office of Kelley Whalen, PC

Temporary position to complete 2 year backlog of clients waiting on their estate planning documents.  Met with clients both in person and on the telephone to obtain necessary information and prepared all estate planning documents.  Met with clients for execution of estate planning documents.

Vacek, Kiecke & Currier, LLP

Supported 5 attorney/CPAs and 3 additional CPAs.  Preparation of all estate planning, real estate, business formation and probate documents and pleadings.  Processed client tax returns and prepared appropriate correspondence.  Maintained confidential client legal and tax files.  Met with clients and assisted in execution of estate planning documents.

Legal Assistant

New Probate Care Specialist assisting with Texas probates.  Past experience as a Paralegal for over 24 years working in various areas of law, but mainly Estate Planning, Probate, Business Formations and Real Estate law in Texas. Skilled in Microsoft Word, WordPerfect, legal writing, estate planning and trusts, legal research, Microsoft Excel, probate, guardianships, and heirships. Medical records background with an Associate's degree in Business Administration and Management from Texas A&I University, Kingsville, TX.

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