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U.S. Estate Planning & Probate Paralegal | Legal Technology Specialist I am a Certified Paralegal with over six years of experience in the U.S. legal industry, specializing in estate planning, probate administration, and conservatorship matters across California, Georgia, and Tennessee. My experience combines hands-on legal support with an in-depth understanding of the technology and systems used in modern law firms. I work with legal teams to support estate planning workflows, manage client intake, organize case files, prepare legal documents using established firm procedures, and maintain efficient practice management systems. AREAS OF LEGAL SPECIALIZATION - Estate Planning: Wills, revocable living trusts, estate planning packages, client intake, and document preparation. - Probate Administration: Probate case support, document preparation, matter management, and administrative coordination. - Conservatorship: Case support, document preparation, and administrative coordination. - Legal Research & Documentation: Legal research, document organization, drafting support, and preparation of attorney-approved legal documents. My experience includes supporting legal matters involving California, Georgia, and Tennessee. LEGAL TECHNOLOGY & DOCUMENT PREPARATION EXPERTISE I have hands-on experience with legal practice management, estate planning, document preparation, client intake, and workflow automation platforms. Estate Planning, Business & Probate Document Preparation - WealthCounsel – Preparation of estate planning, business, and probate documents using the platform's document generation tools. - Trustate – Preparation of estate planning, business, and probate documents through its document preparation workflows. Practice Management & Document Automation - Clio Manage - Clio Grow - Clio Draft Legal CRM, Client Intake & Workflow Automation - Lawmatics – Backend configuration, intake forms, document generation, and workflow automations. - GoHighLevel – CRM administration and automation workflows. Estate Planning Intake & Questionnaire Management - Decision Vault – Backend questionnaire configuration and design sheets. Legal Research, Title & Recording - LexisNexis - Stewart - InfoTrack Beyond general platform familiarity, I have hands-on experience working with backend configurations, questionnaires, forms, document workflows, and automations that support day-to-day law firm operations. WHAT I BRING TO YOUR LAW FIRM - More than six years of U.S. legal industry experience - Specialized knowledge of estate planning, probate, and conservatorship support - Familiarity with legal workflows in California, Georgia, and Tennessee - Practical experience with multiple legal technology platforms - Strong research, analytical, and business writing skills - Organized, detail-oriented, and process-driven work habits - Commitment to confidentiality, accuracy, and professional integrity A LIFELONG LEARNER I believe professional growth is a continuous process. Alongside my paralegal training, I have pursued additional studies in contract law, business writing, reasoning and data analysis, communication, and digital technology through institutions including HarvardX, Duke University, the University of Colorado Boulder, and the University of California. I bring that same curiosity and commitment to learning into my work, continuously expanding my knowledge of legal technology, systems, and practices. If your law firm needs an experienced legal support professional who understands both the substance of estate planning and probate work and the technology that drives efficient legal operations, I would welcome the opportunity to work with you. Let's build a more organized, efficient, and reliable legal workflow for your practice.