JAMES CONSULTING SERVICES
Provide support and legal assistance to Colorado and Arizona Attorneys doing business with a Financial Planner focused on managing estates, trusts, real estate and other regulatory matters. Enhance enhancing processes and help maintaining ethical and compliance standards. Assist in various projects as required.
- Performed legal research and factual investigations including document gathering and management of docket details as required.
- Identified process improvements to ensure compliance with legal requirements and to increase efficiency.
- Conducted initial review, analysis of incoming correspondence and other legal documents.
- Drafted estates, trusts, wills, powers of attorneys, settlement agreements, dismissals, discovery, legal correspondence and memoranda for attorney and other legal documents as needed.