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Calendar and track checklists and timeline of events in each case
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Research various subject matters in estate and trust disputes, and at times prepare research memorandum
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Direct communications with clients, accountants, financial advisors, attorneys, and the court
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Compile comprehensive asset lists for each file
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Prepare drafts of estate planning documents including Wills, Trusts and more
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Obtain real property records from title companies
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Record deeds with county recorders