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contessa martinCM
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contessa martin

@contessamartin

I coordinate legal client intake, estate planning, and nonprofit compliance operations.

United States
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What I'm looking for

I'm looking to apply my legal operations, client intake, compliance, records management, and confidential communications experience in a role supporting organized, timely client or community-facing services.

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

CP
Current

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 logoBC

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

Looking for a job

Location

United States

Authorized to work in

Salary expectations

60k+ USD

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