Services Overview
Support from Inception to Closure
I can handle your file every step of the way, from taking that intake call or responding to that website lead...all the way through the life cycle of the file until it is completed and closed.
Services in Spanish
I am highly proficient in Spanish; in fact I passed the NJ-BICAT at the highest level.​Your Spanish-speaking clients are in good hands with me.
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DISCLAIMER
Services to be performed under attorney supervision and for attorney review. No documents will be sent to a client or 3rd party without attorney approval. I DO NOT PROVIDE LEGAL ADVICE OR OPINIONS! I work with attorneys only, not the general public.
Specific Services Provided
Estate Planning
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Information gathering call with client/further communications with client and attorney as needed.
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Draft Will, Living Will, and Power of Attorney based on attorneys' standard forms.
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Draft Supplemental Benefits Trust (3rd Party) or Special Needs Trust (1st Party).
Guardianships
Filing Application
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Information gathering call with client/further communications with client and attorney as needed.
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Draft initial pleadings (Complaint, Certification of Assets, Doctor Certifications, etc.) based on the required model form.
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Draft additional pleadings and correspondence (such as service on interested parties, renunciations, additional certifications) as needed throughout the duration of the matter until conclusion.
Court Appointed Attorney/Guardian ad litem side of application
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Draft correspondence as needed.
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Draft standard form of report based on attorney’s notes from interviews.
Post guardianship support (in the event the attorney is appointed guardian of an incapacitated person or a guardian engages the firm for assistance). Can include services such as:
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Arrange for monthly visitation through a geriatric care manager.
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Identify and marshal assets into guardianship account.
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Prepare yearly reports.
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Apply to sell real property.
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Apply for Medicaid.
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Other tasks as required.
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Estate Administration
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Obtain intake information and documentation needed to prepare application for probate (or for administration if intestate).
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Prepare probate/administration application and send to surrogate.
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Prepare Notice of Probate.
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Engage with client throughout the process to assist with marshaling and accounting for assets and paying debts.
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Prepare inheritance tax return or L-9 as needed.
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Sell real property.
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Prepare final accounting and Release and Refunding Bonds.
Real Estate Transactions
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Draft attorney review letters.
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Draft correspondence related to inspections and repair requests.
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Perform any actions needed to clear chain of title.
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Draft closing documents (Deed, Affidavit of Title, etc.).
Medicaid Applications
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Work with client to obtain necessary documentation such as bank statements and IDs.
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Draft Qualified Income Trust if needed.
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File application.
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Follow-up actions as needed.
General Litigation Support
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Draft complaints.
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Draft motions and certifications.
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Draft correspondence.
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Draft and respond to discovery demands.
Administrative Support
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Create organizational materials such as:
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Intake forms.
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Templates for frequently-used documents.
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Checklists/guides.
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Format and proofread legal briefs and documents.
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Update website.
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Calendaring.
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Organize inbox.
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Billing.
About Me
With a strong background of eight years in legal assistance and paralegal work, I am dedicated to providing reliable and efficient support to legal professionals and individuals. My commitment to accuracy and professionalism ensures that your legal support needs are met with the highest standards of service.
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I have a Bachelor's degree in Spanish (graduated summa cum laude) and a certificate of Paralegal Studies from an ABA approved paralegal studies program. As part of my education, I took classes in ethics, litigation, torts, legal research and writing, real estate transactions, estate administration, and intellectual property law.
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I am very empathetic to clients and take a client-centric approach. Clients seek legal assistance when they are in scary and tough situations, and they need help. I have been on the client-side of stressful matters myself, so I also know first-hand how they feel. I believe strongly in open and proactive communication with clients.
​A few professional accomplishments:
1. In 2022 I assisted my firm in successfully defending two appeals filed by the State of New Jersey in which our aim was to protect a severly mentally ill man.
2. Restored a woman to capacity after she overcame her disability and was again able to manage her affairs.
3. Successful settlement of a highly contested estate case in which the decedent's "friend" attempted to take all of the decedent's estate for himself through a series of fraudulent acts.
4. Litigated a Quiet Title action in which the prior owner was a member of the Sovereign Citizen's Movement and intentionally complicated the chain of title beyond recognition.
5. Filed an emergency guardianship under NJSA 3B:12B-11 (emergency jurisdiction of an out-of-state resident physically in NJ)
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Get to know me! Some fun facts about me as a person:
1. I have been to 40 US states and 13 countries.
2. I speak Spanish and am currently learning Italian and Japanese.
3. I make some of my own clothes.
4. I played trumpet in the 2014 Jersey Surf Drum and Bugle Corps as their soloist, in front of crowds as large as 11,000 people.