Madison Preston-Polk

I. Litigation / Estate Planning / Probate

a. Scheduling appointments

b. Filing Documents such as, Probate and Deeds.

c. Data entry

d. Case study

e. Draft legal documents such as, Engagement Letters, Estate Planning Documents, Leases.

II. Accounting/Tax Department

a. Client Meetings

b. Billing data entry

c. Invoice Input

d. Trained new hires on tax software

e. Scan/Organize tax documents

f. Prepare send out of tax returns to clients

g. Intake of new clients and materials; setting up files and documenting important information

h. Drafting : 2848 (POA)

I. Accounting

a. Cut & Prepare Invoice checks

b. Sorted Vendor Payments

c. Handled Communication with Clients

d. Handled Communication with Vendors

II. Land Development

a. Reviewing & log Attorney invoices

b. Communication with the legal department discussing contact revisions and signatures.

c. Review Easement Agreements

d. Review Land Amendments