Ashley L.

I am a Trusts & Estates Paralegal with 10+ years of experience supporting attorneys with estate planning, trust administration, probate, and related matters. My experience includes drafting revocable and irrevocable trusts, supplemental needs trusts, wills, powers of attorney, advance directives, deeds, and other estate planning documents. I also assist with post-death trust administration and probate matters, including asset inventories, beneficiary and fiduciary documentation, court filings, and case management. I am experienced working independently in remote environments and can take a matter from attorney instructions or client intake through an organized first draft for attorney review. I am proficient with WealthCounsel and AdaptDocs and comfortable working within a firm's existing drafting and case-management systems. My background also includes legal research, client communication, document review, and coordinating matters from initial intake through execution or filing. I am detail-oriented, responsive, and accustomed to managing multiple matters and deadlines. I am particularly interested in ongoing relationships with solo practitioners and small firms that need experienced, reliable, behind-the-scenes trusts and estates paralegal support.