
contessa martin
@contessamartin
I coordinate legal client intake, estate planning, and nonprofit compliance operations.
What I'm looking for
At Cynthia Estate Planning, I manage client intake and matter coordination for estate-planning services, from scheduling consultations and providing forms to tracking missing information and deadlines.
I coordinate document execution with clients, deed clerks, and notaries, confirming signatures, notarization, appointments, and required paperwork. I also maintain confidential electronic client files and provide clear case-status updates to clients and service providers.
As Founder and Executive Director of Families Beyond Bars, I lead the administrative and operational development of a New York nonprofit reducing transportation barriers for families with incarcerated loved ones. I review grants, budgets, applications, and records for compliance; track donations and expenses; and coordinate governance documentation, outreach, partnerships, volunteers, and events.
Earlier, I supported more than 25 constituent inquiries daily in the Office of U.S. Representative John Conyers Jr., handling casework documentation, research, referrals, scheduling, and confidential communications. I bring fluent English and Spanish communication skills along with strong Microsoft Office, Google Workspace, electronic records, and deadline-management capabilities.
Experience
Work history, roles, and key accomplishments
Estate Planning Coordinator
Cynthia Estate Planning
Jan 2025 - Present (1 year 8 months)
Manage client intake and matter coordination for estate-planning services, including scheduling consultations and providing required forms. Review client forms for completeness, track deadlines, and coordinate document execution with clients, deed clerks, and notaries.
Education
Degrees, certifications, and relevant coursework
Brooklyn College
Bachelor of Business Administration, Business Management
Bachelor of Business Administration in Business Management from Brooklyn College, Murray Koppelman School of Business, completed in 2024.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Job categories
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