Years of experience: 20

United States⚖️ LegalCustomer ServiceLegal SupportParalegalAssistant

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Juliana's Career Path
Notary PublicOct. 2024 -
Present
• Provided notary services for Estate Planning and Real Estate document signings with professionalism and integrity. • Ensured accuracy and completeness of all documents during signing appointments. • Facilitated smooth and efficient client signing processes, building trust and rapport.
ParalegalJul. 2024 -
Oct. 2024
Braintree, Massachusetts, United StatesAs an Estate Planning Paralegal, I play a crucial role in assisting attorneys with the preparation and management of estate planning documents and processes. This role involves significant client interaction, meticulous document preparation, and adherence to legal standards and compliance requirements. 1. Client Interaction: - Maintain communication with clients to keep them informed about th...
Legal AssistantMay. 2022 -
Jun. 2024
Wellesley Hills, Massachusetts, United States• Prepare a variety of estate planning documents. • Drafting simple and basic legal Trust and Estate planning letters and documentation. • Communicate with clients and beneficiaries. • Prepare a variety of Trust and Estate Planning document signings, such as Irrevocable Life Insurance Trusts ("ILITs"); Grantors Retained Annuity Trust (GRATs); Grantors Retained Income Trust (GRITs) Qualified P...

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