Dedicated and detail-driven Legal Assistant with hands-on experience supporting attorneys in Estate Planning, Trust, and Probate matters. Proficient in drafting and proofreading a wide range of legal documents — including wills, trusts, powers of attorney, probate petitions, and court filings — with a strong commitment to precision, proper legal formatting, and jurisdictional compliance. Skilled in legal research utilizing Westlaw and WealthCounsel, and experienced in managing full case lifecycles through Clio and Lawmatics, with recognition as a Clio Certified Administrator.
Adept at managing and organizing case files, coordinating attorney calendars, tracking critical deadlines, and supporting document production and discovery processes. Brings strong contract preparation and review capabilities, paired with a high level of discretion in handling sensitive and confidential client records. Proficient in Microsoft Office Suite, Adobe Acrobat, PDF editing tools, WealthCounsel drafting software, and Claude AI to enhance research efficiency and document workflows.
Goes beyond traditional legal support with a robust technical background holding certifications in Cybersecurity, Network Security, Penetration Testing, Secure Application Architecture, and Ethical Hacking — ensuring a deep understanding of data protection, compliance frameworks, and confidential record security within legal environments. Recognized as a proactive, dependable professional who anticipates attorney needs, reduces bottlenecks through workflow optimization, and consistently delivers accurate, high-quality support in a fast-paced legal environment.
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