Lauren Pioli

Manage and prioritize multiple estate matters simultaneously, anticipating next steps and proactively moving cases forward. Research, verify, marshal, and transfer estate assets while coordinating with financial institutions, service providers, and third parties.

Conducted legal research, drafted estate planning, probate, trust administration, business, and adoption documents while ensuring full compliance with county and state regulations.

Scheduled meetings for attorneys, prepared legal documents, and provided notary services as needed. Managed front office duties, client file management, and bookkeeping for the firm, including client invoices, accounts payable/receivable, and bank reconciliations.

Collaborated with global teams, vendors, and partners to create products, ensure timely shipments and optimal workflow. Developed and maintained project schedules, tracked milestones, and managed timelines.

Conducted potential personal injury client interviews, opened new cases, and created internal files. Prepared discovery, drafted and filed legal documents for various courts within California.

Drafted subpoenas, managed the attorney's calendar on several electronic devices, and handled client communication via phone and regular mail.

Drafted estate planning documents, filed and recorded legal documents and property deeds with local Ventura County courts and numerous out of state courts. Managed multiple attorney's calendars and created client files.

Attended Oxnard College in 2014.