Chloe Lyons

• Advise clients on estate planning strategies, including revocable living trusts, wills, powers of attorney, and advance directives.
• Prepare and draft comprehensive estate planning documents, including trusts, wills, fiduciary documents, and related legal instruments.
• Counseled individuals and families on special needs planning, utilizing Supplemental Needs Trusts to maintain eligibility for public benefits.
• Assist clients with establishing and administering Supplemental Needs Trusts and other disability-related planning strategies.
• Prepared and filed conservatorship petitions and related documents in compliance with Tennessee law to ensure proper legal representation and client peace of mind.
• Conducted legal research and analyzed Tennessee statutes and regulations, providing critical support for estate planning, special needs planning, and conservatorship matters.
• Coordinate with financial advisors, tax professionals, and other professionals to facilitate comprehensive client planning.
• Manage multiple client matters from initial consultation through document preparation, execution, and completion while maintaining attention to detail and confidentiality.
• Utilize Clio Manage/Grow, WealthCounsel, and WealthDocx to manage client matters, prepare legal documents, and maintain accurate case records.

• Conducted legal research on family law issues to support case strategies
• Drafted pleadings, motions, and interrogatories under attorney supervision to facilitate court proceedings
• Organized and maintained case files in a digital database
• Manage and update case files
• Maintain strict confidentiality of sensitive legal information and client data

• Handled client caseload to facilitate effective service provision.
• Conducted comprehensive face-to-face assessments to evaluate client needs and develop care plans
• Engaged clients during home visits to build rapport and facilitate access to vital services
• Attend and participate in the Vulnerable Adult Protective Investigation Team (VAPIT)
• Manage caseload
• Gathered and documented relevant data to enhance understanding of client needs.

• Prepared durable powers of attorney and healthcare powers of attorney for clients
• Developed written complaints to initiate legal actions on behalf of clients
• Created demand letters to communicate clients' claims to opposing parties

• Engage and interact with individuals, couples, families, etc. interested in foster care
• Attended community events to raise awareness about foster care
• Participated in various training programs to better support foster care initiatives.
• Engaged with social media to promote foster care initiatives
• Interacted with individuals, couples, and families to inform and encourage foster care involvement

• Conducted client interviews to assess housing needs
• Organized and maintained client paperwork and reports
• Organized community events for housing clients to foster engagement and support.
• Held events for the housing clients

• Coordinated paperwork for foster care review board to ensure timely reviews
• Summarized probation check-in phone calls and meetings to facilitate case updates
• Drafted legal petitions for court submission
• Organized and filed legal documents systematically
• Conducted meetings with juveniles on probation to support rehabilitation efforts
• Managed paperwork for foster care review board

• Created and edited data sheets for census to ensure accurate and reliable population statistics
• Organized information packets by college and program to facilitate student access to essential resources
• Gained experience through multiple part-time roles at TennTek as an assembly team member, babysitter, and housekeeper.

Activities: Law Women, Health Law Society