Heather Li
Legal Assistant at Meier Law Firm
- Role
- Legal Assistant at Meier Law Firm
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Experience
Legal Assistant
Aug 2023 — Present
Collaborates with attorneys to draft Revocable Living Trusts, Irrevocable Living Trusts, grant deeds, PCORs, children\'s emergency plans, and business assignments that accurately reflect clients\' wishes- Maintains and updates the case management system, document management system, and legal drafting system- Utilizes Wealth Docx to effectively draft documents and conduct legal research- Establishes and maintains positive client relationships through a client-focused approach- Communicates with financial institutions, businesses, and governmental agencies according to the clients\' needs
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.