Watson Sewell, PLExecutive Legal Assistant
Mar. 2023 - Jul. 2025Assist in the preparation and notarizing of legal documents and correspondence for real estate transactions and estate planning
Assist attorneys in drafting and reviewing estate planning documents, including wills and trusts
Support clients in establishing LLCs in Florida and Delaware, preparing operating agreements and necessary documentation and filings for each state
Prepare and record deeds, lot split applications, UCC filings with Walton and Bay County and state of Florida
Organize and maintain client files, including scanning and digitizing documents for easy access
Maintain attorney schedules, manage workload, coordinate meetings, and deadlines efficiently
Utilize Qualia application and Bill4Time for transaction management for closings and office billing
Manage post-closing files including ordering title policies for both lenders and buyers
Manage supplies and inventory to maintain materials for office operation