Perform daily bookkeeping in QuickBooks, record transactions, reconcile bank statements, ensure compliance, support budget monitoring, identify process improvements, and communicate with clients.

Provide probate-focused paralegal support to California attorneys: draft pleadings and motions, conduct legal research, manage court filings and calendars, communicate with clients, maintain case files, and ensure compliance with California probate procedures.

Support client digital marketing across paid ads, social media, content, email newsletters, and SEO. Plan and optimize Meta and LinkedIn ads, manage social calendars and engagement, write on-brand content, run newsletter campaigns, perform keyword research and on-page SEO, and help maintain consistent branding and online presence for multiple clients.