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More>Coco Panda
Trusts and Estates Paralegal with 6+ years of experience supporting probate, estate planning, trust administration, and fiduciary accountings in fast-paced U.S. law firm environments. Skilled in drafting court and planning documents, managing deadlines, coordinating client communications, and maintaining accurate matter workflows. Known for strong organization, discretion, and dependable execution across high-volume caseloads.
- Managed probate and trust administration files from intake through closing, preparing petitions, inventories, accountings, and court filings for more than 85 active matters annually.
- Drafted estate planning documents including wills, revocable trusts, powers of attorney, and healthcare directives, reducing attorney revision time by approximately 20%.
- Coordinated asset retitling, beneficiary updates, and trust funding with financial institutions, helping complete post-signing implementation for 90% of plans within 30 days.
- Maintained billing, deadlines, and client communication in Clio and Outlook, supporting zero missed court dates and consistently accurate monthly matter status reporting.
- Prepared probate pleadings, notices to creditors, and asset schedules for intestate and testate estates, supporting timely filings across 60 to 70 annual matters.
- Reviewed financial records and drafted fiduciary accountings, improving first-pass attorney approval rates and shortening document turnaround by an average of two business days.
- Served as primary client contact for document requests, appointment scheduling, and status updates, helping maintain strong service levels during periods of high-volume caseload growth.
- Filed pleadings through state e-filing portals and coordinated recordings with county offices, contributing to accurate submissions and faster matter progression.
Graduated with coursework focused on legal writing, civil procedure, and estate-related documentation.
Coco Panda
Trusts and Estates Paralegal with 6+ years of experience supporting probate, estate planning, trust administration, and fiduciary accountings in fast-paced U.S. law firm environments. Skilled in drafting court and planning documents, managing deadlines, coordinating client communications, and maintaining accurate matter workflows. Known for strong organization, discretion, and dependable execution across high-volume caseloads.
- Managed probate and trust administration files from intake through closing, preparing petitions, inventories, accountings, and court filings for more than 85 active matters annually.
- Drafted estate planning documents including wills, revocable trusts, powers of attorney, and healthcare directives, reducing attorney revision time by approximately 20%.
- Coordinated asset retitling, beneficiary updates, and trust funding with financial institutions, helping complete post-signing implementation for 90% of plans within 30 days.
- Maintained billing, deadlines, and client communication in Clio and Outlook, supporting zero missed court dates and consistently accurate monthly matter status reporting.
- Prepared probate pleadings, notices to creditors, and asset schedules for intestate and testate estates, supporting timely filings across 60 to 70 annual matters.
- Reviewed financial records and drafted fiduciary accountings, improving first-pass attorney approval rates and shortening document turnaround by an average of two business days.
- Served as primary client contact for document requests, appointment scheduling, and status updates, helping maintain strong service levels during periods of high-volume caseload growth.
- Filed pleadings through state e-filing portals and coordinated recordings with county offices, contributing to accurate submissions and faster matter progression.
Graduated with coursework focused on legal writing, civil procedure, and estate-related documentation.
