Law Offices Of Ronald Webb , APCExecutive Legal Assistant/Office Manager
Sep. 2006 - Dec. 2009Draft estate planning and corporate documents, including, but limited to, living trusts, durable powers of attorney, corporate minutes, and by-laws, as well as prepare estate planning and corporate portfolios for clients.
Prepare and track invoices, conflict of interest waivers, fee agreements, accounts payable/receivable, insurance verification and claim forms.
Create correspondence to clients, vendors, and business partners alike.
Research legal matters using current Probate, Corporate, and Estate Code references in California, and other states as required.
Assist in establishing marketing tools and seminars for prospective clients.
Attend client meetings and court hearings, take dictation when needed, as well as transcribe correspondence and case notes.
Responsible for managing and training seasonal interns, which includes overseeing legal research, assignments and projects.
Prepare judicial council forms and memoranda for upcoming or current hearings and meetings, and file with courts accordingly.
Responsible for event planning and coordination, including travel arrangements, for seminars, hearings, and meetings in both San Diego, Riverside, Los Angeles, San Mateo, and San Francisco counties.
Responsible for all standard office duties, which include filing, faxing, copying, greeting clients, answering telephone calls, and incoming/outgoing mail and packages.
Update and coordinate client contacts and attorney schedule on a continual basis.