ESTATE PLANNING AND PROBATE

ESTATE PLANNING - TRUST ADMINISTRATION - PROBATE - LITIGATION

27 Years of Experience

PARALEGAL

  • Health care directives - Powers of attorney - Wills - Living trusts -Declarations - Transfer deeds - Life insurance trusts

  • Sub-trust allocation schedules/distributions

  • Managing trust administration and maintain files and compliance

  • Notifying beneficiaries

  • Preparing and filing necessary documentation for distributions and taxes

  • Ensure compliance with service related to trust entity and maintenance

  • Prepare petitions and supporting documents

  • Investigation and legal research

  • Prepare summaries

  • Prepare inventories, real estate transactions, change of ownership and related documents

  • Preparing distribution plans

  • Assist with discovery

  • Trial preparation

  • Drafting and editing gift tax and federal estate tax returns

ASSISTANT

  • eFile / eServe

  • Schedule depositions, mediations & court appearances, etc.

  • General correspondence

  • Proof reading

  • Calendar and docket management

  • Pleadings shells and templates

  • Discovery document assistance

  • Time entry & invoicing

  • Exhibit assistance

Jaclyn Foster Paralegal Services, LLC maintains Professional Liability Insurance providing coverage for the performance of work included in each individual agreement with a limit of liability of not less than $1,000,000 per occurrence and $1,000,000 annual aggregate.  You will be provided with a Certificate of the same. Freelance paralegals have a due diligence to routinely and thoroughly check their database for conflicts.  Prior to working on any case, we run our conflict check. Because we have access to proprietary, private and otherwise confidential information, we agree to protect such information and treat any information coming from your law firm as strictly confidential. Jaclyn Foster Paralegal Services, LLC is not a law firm and does not provide legal services to the general public.  All services provided are done under the direct supervision of an attorney licensed in their state.