Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Professional Fiduciary
Mission Bell FiduciaryProfessional Fiduciary
Mar. 2024San Diego Metropolitan AreaMission Bell Fiduciary is a dedicated firm that provides a comprehensive range of services to support the well-being and financial security of our clients. Our work involves regular check-ins on seniors, and other vulnerable persons, assisting them with their daily personal and financial needs. We act as agent under power of attorney, stepping in to make crucial decisions when our clients are unable to do so. Our roles also extend to serving as Conservator, Trustee or Personal Representative of the estate in probate matters. Our commitment is deeply personal, reflecting the noble nature of our work.
Chief Financial Officer
South Bay SurveysChief Financial Officer
Jan. 2022California, United StatesCelebrating 40 years of excellence, we are a cornerstone of the land survey community in Silicon Valley. Known for our precision and reliability. We specialize in land development including subdividing land, boundary and topographic surveys. Our commitment to quality and service remains unwavering as we continue to shape the industry's future. Connect with us to experience the legacy of trusted expertise and innovative solutions.
Trust & Estates Paralegal
Albertson & Davidson, LLPTrust & Estates Paralegal
Oct. 2020 - Jul. 2021San Diego, California, United StatesIn my role as a Trust and Estate Litigation Paralegal, I was responsible for cultivating new clients and assessing the viability of their potential actions in matters such as trust contests, contract to make a will cases, and vested beneficiary interest cases. Working under a firm Partner, I assisted the intake process, ensuring that all necessary information was collected and properly documented. I also prepared contracts and other legal documents as required. My role required a deep understanding of trust and estate law, excellent communication skills, and the ability to build strong relationships with clients. I was committed to providing the highest level of service to our clients and helping them navigate complex legal issues
Paralegal
Law Office of Bob ReeveParalegal
Sep. 2017 - Sep. 2020San Francisco Bay AreaMy responsibilities included drafting pleadings for civil litigation cases, particularly those involving property disputes, and performing trust and estate administration as well as estate planning.
Assistant Land Surveyor
Wilson Land Surveys, Inc.Assistant Land Surveyor
Aug. 2014 - Sep. 2017San Jose, California, United StatesPerformed various field surveys including boundary determinations and topographic assessments. Responsibilities included preparing Records of Survey, topographic maps, Corner Records, and ALTA maps.
Family Law Paralegal
Law Offices of R.J. TennantFamily Law Paralegal
Aug. 2013 - Aug. 2014Campbell,CA 95008Here, I assisted in handling complex cases involving dissolutions and child custody. My role required a deep understanding of family law and the ability to navigate sensitive situations with empathy and professionalism. I was responsible for drafting legal documents, conducting research, and preparing for court proceedings. I also worked on Marvin cases, which involve property disputes between unmarried cohabitants. My role required excellent communication skills as I often served as the point of contact for clients, providing them with updates and answering their questions. I was committed to ensuring the best possible outcomes for our clients and their families.
Legal Document Assistant
VLD VirtualLegal Document Assistant
Jan. 2010California, United StatesI specialize in probate court forms, including Petitions for Probate, Conservatorship, Letters of Administration, Inventory and Appraisal, and fiduciary accountings. My freelance journey has led me to collaborate with various attorneys and law firms in California.
Legal Intern
Community Legal Services in East Palo AltoLegal Intern
Oct. 2008 - Mar. 2009Discussed merits of case with clients, including aspects of immigration, family, civil and criminal law Assisted with research, valuation, and document preparation Interacted with public officials including various police departments and district attorney offices.

Requests

Touchpoint image
11
Personal Pitch
Paralegal Services: Civil Litigation Expertise
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
See more people like Erich on Intch
Legal
66867 people
24
CEO & Co-Founder @ Daniel Consulting, Marketing, & Print LLC
32
BSN | Registered Nurse and Blog and Social Network Producer @ BHS
0
Physical Security Specialist @ Physical Security Consultant
LegalParalegal
14906 people
16
Independent Contractor
15
Management @ Gansevoort
28
Founder @ Axial Compliance Consulting