Heather Li

Legal Assistant @Meier Law Firm

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