Jaclyn C.
Senior Estate Planning Paralegal
I am a seasoned Florida Registered Paralegal, Notary Public, and operations manager with over a decade of hands-on experience in the legal field in the realm of estate planning and probate administration. I am also a Realtor. My background includes not only managing complex legal files and an exceptionally large caseload, but also streamlining workflows, supervising staff, and supporting firm growth through client relations, marketing, and process improvements. I work with attorneys who want reliable, detail-oriented help without the learning curve—or the babysitting, on a contractual basis. My background includes drafting and preparing core estate planning documents such as wills, revocable trusts, durable powers of attorney, health care surrogates, living wills, and deeds, as well as handling intake, asset summaries, and execution packages. I’m well-versed in Florida-specific requirements and understand how critical precision and compliance are in this area of practice. I have no doubt I can adapt to other state requirements as well. I have freelanced for out of state firms. What sets me apart is that I don’t just “fill in forms.” I understand the purpose behind each document, how assets are titled, and how planning decisions affect probate and future administration. That means fewer revisions, cleaner files, and a smoother process for both you and your clients. I communicate clearly, meet deadlines, and respect attorney-client boundaries at all times. I would describe myself as someone with integrity, commitment, highly organized, driven, self sufficient, leadership qualities in all settings, and I am personable. Most importantly, I believe others see me in the same light.
Earnings and projects
Last 6 months ÷ 6
Billed in all: $3,532$3.5k