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Caitlin PhillipsCP
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Caitlin Phillips

@caitlinphillips

Legal assistant at Fargo Legal Admin LLC drafting and editing estate portfolios using Clio and Clio Draft.

United States
Message

At Fargo Legal Admin LLC, I contract with a lawyer to draft and complete the first round of editing for estate portfolios. These include trusts, trust summaries, asset transfers, pour-over wills, and powers of attorney.

I use Clio and Clio Draft for client and document management. Earlier, I worked in estate research and remediation at Wells Fargo and in credit card dispute remediation at US Bank.

Experience

Work history, roles, and key accomplishments

Education

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North Dakota State University logoNU

North Dakota State University

Attended North Dakota State University.

Shanghai Jiao Tong University logoSU

Shanghai Jiao Tong University

Mandarin

Studied Mandarin for one semester after teaching.

Upper Iowa University logoUU

Upper Iowa University

Attended Upper Iowa University remotely.

Tech stack

Software and tools used professionally

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