# Lauren Pioli

Lauren Pioli is a remote worker on Himalayas, Settlement Specialist at Alix, based in United States.

Source: https://himalayas.app/@laurenpioli

```text
Settlement Specialist at Alix coordinating estate matters and moving cases forward.
```

| Detail | Value |
| --- | --- |
| Availability | Open to opportunities |
| Location | United States |
| Authorized to work in | United States |
| Salary expectations | 85k+ USD |
| Job categories | Project Operations and Implementation Professional, Project Manager, Operations Coordinator, Paralegal, Office Manager |
| Skills | Estate Settlement, Estate Administration, Project Management, Operations Coordination, Legal Research, Legal Document Drafting, Probate, Trust Administration, Estate Planning, Compliance, Project Scheduling, Milestone Tracking, Data Analysis, Supply Chain Coordination, Workflow Improvement |

## About

```text
At Alix, I manage multiple estate matters, research and transfer estate assets, and coordinate with financial institutions and service providers. I keep documentation and milestones accurate and provide clients with clear updates throughout settlement.

At Seaside Law, I reviewed cases, conducted legal research, and drafted estate planning, probate, trust administration, business, and adoption documents in compliance with county and state regulations.

At Snap Creative, I coordinated projects with teams, vendors, and partners, maintained schedules and milestones, and monitored project margins and profitability. I also identified logistics and supply chain issues and managed the company’s IT needs.
```

## Experience

### Settlement Specialist (current)

Alix. Jan 2026 - Present

```text
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.
```

Skills: Estate-Administration, Case-Management, Client-Communication, Documentation, Process-Improvement

### Paralegal

Seaside Law. Feb 2024 - Jan 2026

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

Skills: Legal-Research, Drafting, Compliance, Estate-Planning, Probate, Trust-Administration

### Office Manager

Sternberg & Associates, APLC. Jan 2022 - Jul 2022

```text
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.
```

Skills: Office-Administration, Legal-Document-Preparation, Notary, Bookkeeping, Quickbooks, Client-Management

### Project Manager & Operations Coordinator

SnapCreative. Jan 2017 - Nov 2020

```text
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.
```

Skills: Project-Management, Operations, Data-Analysis, Logistics, Supply-Chain, IT-Management

### Paralegal & Client Coordinator

Hiepler & Hiepler. May 2015 - Dec 2016

```text
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.
```

Skills: Legal-Research, Discovery, Case-Management, Client-Communication, Calendaring, Notary

### Legal Assistant

Law Office of Mindy McQueen. Feb 2015 - May 2015

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

Skills: Legal-Document-Drafting, Calendar-Management, Client-Communication

### Legal & Administrative Assistant

Edsall Law. Jul 2011 - Feb 2015

```text
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.
```

Skills: Estate-Planning, Legal-Document-Filing, Calendar-Management, Client-File-Management, Notary

## Education

### Oxnard College

```text
Attended Oxnard College in 2014.
```

## Tech stack

- Wrike
- Clio

To contact Lauren, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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