Elite Virtual Assistants

Project Manager

• Coordinate and manage website-related projects from initiation through completion.
• Make website content updates and basic HTML modifications as needed.
• Maintain and update websites using platforms such as Squarespace and Duda.
• Communicate with clients and team members regarding project timelines, deliverables, and updates.
• Track project progress and ensure deadlines are met.
• Assist with administrative and operational tasks to support business objectives.

Website Project Coordinator

Paralegal

• Manage probate matters from open to close, ensuring deadlines and filings are met
• Draft estate planning documents, pleadings, petitions, and related legal documents
• Assist in preparation of Federal Estate and Gift Tax Returns (Forms 706 and 709)
• Maintain and analyze asset tables, creditor tables, and financial data
• Support trust funding, including deeds, assignments, asset transfers, and ownership retitling
• Coordinate with clients, financial advisors, and other professionals
• Communicate directly with clients in a professional, empathetic, and responsive manner
• Identify missing information, anticipate next steps, and proactively move matters forward
• Assist with business succession planning, real estate transfers, and entity structuring
• Ensure accuracy, consistency, and high-quality work product across all deliverables

Elite Virtual Assistants

Website Project Coordinator

Paralegal – Estate and Probate

Paralegal – Estate and Probate