Atticus Lawyer Coaching

Paralegal

• Coordinate and conduct signing appointments for wills, trusts, powers of attorney, and related documents
• Serve as a primary point of contact for clients throughout the estate planning process
• Communicate with financial advisors, wealth managers, accountants, and other professionals
• Schedule meetings and follow-ups, and keep client matters moving on schedule
• Track matter status and maintain organized, current client files
• Assist attorneys with document preparation, proofreading, and review
• Respond promptly to client inquiries with professionalism and warmth

Estate Planning Paralegal