• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and advance directives. • Collect, review, and organize critical client information, such as asset inventories, personal details, and financial documentation. • Prepare legal correspondence, summaries, and communications in both English and Spanish. • Serve as the primary point of contact for clients (particularly Spanish-speaking clients) to gather information, schedule meetings, and provide status updates. • Maintain organized and legally compliant client files, ensuring the highest level of confidentiality. • Conduct research on estate planning regulations and procedures in the U.S. • Coordinate notarizations, witness signings, and formal execution of legal documents; track deadlines and appointments to ensure compliance with timelines.