As a Legal Assistant/Paralegal at The Livens Law Firm, Ms. Agner’s duties included: asset transfers, estate planning, and real estate transactions. This position required communication with creditors, financial institutions, and insurance companies. There was considerable time spent with clients gathering documents and analyzing financial statements. The clients’ data was recorded via individual Excel Spreadsheets. Clients were assisted in the execution of financial transactions when necessary. Responsibilities also included drafting, explaining, and notarizing estate planning documents, such as: Last Will and Testaments, Power of Attorneys, and Special Warranty Deeds. In addition, it was necessary to explain Guardianship's, Probates, and Living Trusts to clients.

Highlights:

• Legal Assistant
• Paralegal
• Chicago
• Microsoft Office
• Estate Planning
• Medicaid
• governmental programs
• health