About the Candidate.
Seeking a challenging role where I can apply my LLB degree from the University of Pretoria and demonstrate my dedication to achieving legal excellence while serving others. Eager to collaborate with diverse teams and leverage my practical problem-solving skills and leadership abilities to drive success. Committed to maintaining a strong work ethic and excelling under pressure, I am determined to unlock my full potential while positively impacting team performance and organizational outcomes.
International Experience:
Yes
Availability:
20 or 40 hours a week
Area of Expertise:
U.S. Estate Administration
Years Experience:
3
Current and Previous Roles:
Paralegal/ Legal Assistant, Contract Law Associate, Contractual Analyst and Legal Researcher
Relevant Experience.
Paralegal/ Legal Assistant
Years experience:
3
Key Responsibilities:
Estate Planning and Drafting - Drafted and assisted in the preparation of a wide range of estate planning documents, including revocable living trusts, special needs trusts, wills, HIPAA authorizations, engagement letters, and durable and standby powers of attorney.
Supported the end-to-end estate planning process, from initial client onboarding through to execution and notarisation of documents.
Assisted in coordinating consultations and documentation for third party special needs trusts, including collaboration with external organisations such as The Arc of Northern Virginia.
Actively supported the supervising attorney in drafting and reviewing complex estate planning instruments, demonstrating discretion, attention to detail, and sound legal judgment.
Administration -Utilised and managed legal drafting and case management systems, including DecisionVault and Clio, ensuring accurate data capture, rule assignment, and document generation.
Liaised directly with clients to provide status updates, procedural guidance, and clear explanations of trust and estate planning packages, maintaining a high standard of client service.
Managed client invoicing and billing processes, including invoicing selected estate planning packages and tracking payments throughout the drafting lifecycle.
Coordinated notary services and witness scheduling, ensuring timely and compliant execution of estate planning documents. Company Management
Played a key role in training and upskilling staff, including onboarding new team members and providing system and process training.
Developed and structured internal company documentation, including a comprehensive company manual and tutorial videos to improve operational consistency and efficiency.
Prepared detailed estate strategy summaries for client review, including asset overviews, trust equity calculations, family structures, marital status, dependents, and client-specific concerns.
Conducted preliminary reviews of client eligibility or involvement in programs such as Medicaid, flagging considerations relevant to estate planning strategies.
