Jun 24, 2020

Against all advice, you’ve decided to use a DIY will. But you also want to name me your professional executor.

Today we’ll discuss:

1. When you call me
2. Show me your DIY will
3. Supervised signings

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Jun 17, 2020

For our paralegal listeners who want to add this practice area to their toolbox. For our clients, a sneak peek behind the curtain to see all that Janice does for you.

The 5 tips:

1. Research, research, research
2. IRS and taxes
3. Use checklists
4. Phone skills
5. Learn your attorney

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Jun 10, 2020

So you’ve named me executor in your will (or trustee of your trust). What’s next?

We’ll discuss:

1. Regular check-in calls
2. Where are your documents?
3. How else I keep in touch
4. How I’ll be informed when you pass

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Jun 3, 2020

Today in our 3rd and final part, Janice will walk you through a day in the life of a work-from-home virtual paralegal. Today we’ll discuss:

1. What does a virtual paralegal do?
2. What does a virtual assistant do?
3. Janice will walk us through her typical day

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Pick up my books on Amazon. Reviews always...