Estate Planning Paralegal | Trust Drafting Legal Research
Cavite, Bacoor, Philippines
I am a Paralegal with over 7 years of legal experience, including 4 years specializing in estate planning, trust drafting, and estate administration. Skilled in navigating complex legal frameworks, statutory research, and document execution to deliver precise, customized estate solutions. Key Expertise & Capabilities: • Estate Planning & Trust Drafting: Proficient in drafting wills, revocable and irrevocable trusts, financial and healthcare powers of attorney, fiduciary notices, and tailored client execution schedules. • Legal Research & Documentation: Experienced in conducting jurisprudence and statutory research, preparing initiatory pleadings, judicial affidavits, and court motions. • Practice Management & Client Coordination: Skilled in managing case inventories, court calendars, and direct client communications to resolve missing information and streamline workflows. • Legal Tech Stack: Clio Manage, Clio Grow, WealthCounsel, InterActive Legal Suite, DecisionVault, HotDocs, and Microsoft Outlook. I help law firms and legal teams scale their operations efficiently while maintaining high standards of accuracy, legal compliance, and exceptional client care.
Zimmet Law Group, full_time
Mar 2024 to Aug 2026
Drafts wills, revocable/irrevocable trusts, and powers of attorney. Creates intake design templates and manages execution schedules for on-time delivery. Prepares tailored fiduciary notices and coordinates directly with clients to resolve missing information.
Gudorf Law Group, full_time
Jan 2023 to Feb 2024
Drafts estate planning instruments, including wills, revocable / irrevocable trusts, and powers of attorney. Facilitated seamless document execution by drafting tailored fiduciary notices and liaising with clients to secure outstanding information.
Roberto San Jose Law Office, full_time
Feb 2019 to Jan 2022
Drafts initiatory pleadings, judicial affidavits, and motions for civil and criminal cases in compliance with firm standards. Conducts exhaustive jurisprudence research and statutory analysis. Manages comprehensive case inventories, including the oversight of reglementary periods and court calendars.