Preferred learners
- Anywhere
- Academic experience
Categories
Project scope
- What is the main goal for this project?
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The main goal for the project is to effectively manage estate planning clients from the initial point of contact to the final signing of the estate plan. This involves assisting with initial client intake, scheduling, communication with client, document drafting and preparation for final signing and delivery of plan.
There is also opportunity for assistance with client intake on real estate, traffic law, as well as assisting with billing.
- What tasks will learners need to complete to achieve the project goal?
-
- Managing estate planning clients from initial contact to final signing of estate plan
- Assisting with document drafting for estate planning clients
- Assisting clients with initial intake on real estate, estate planning, business, and traffic law
- Assisting with billing
- What is the main goal for this project?
-
The main goal for the project is to effectively manage estate planning clients from the initial point of contact to the final signing of the estate plan. This involves assisting with initial client intake, scheduling, communication with client, document drafting and preparation for final signing and delivery of plan.
There is also opportunity for assistance with client intake on real estate, traffic law, as well as assisting with billing.
- What tasks will learners need to complete to achieve the project goal?
-
- Managing estate planning clients from initial contact to final signing of estate plan
- Assisting with document drafting for estate planning clients
- Assisting clients with initial intake on real estate, estate planning, business, and traffic law
- Assisting with billing
- How will you support learners in completing the project?
-
Support with mentoring, staff time, access to tools and technology, and access to data. The goal will be for the student to learn legal skills in estate planning and other areas of law. Will be invaluable for those interested in a career in law.
- What skills or technologies will help learners to complete the project?
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Skills needed to successfully complete the project include:
- Legal knowledge in estate planning, real estate, business, and traffic law
- Client management and communication skills
- Document drafting and legal writing skills
- Billing and financial management skills
About the company
- https://www.donaldson-law.com
- 2 - 10 employees
- Legal
We are a small boutique law firm in Cary, North Carolina. We help clients with estate planning, real estate, business and traffic law.