Senior Paralegal and Client Services Manager
As a Florida Registered Paralegal, Summer is responsible for drafting all estate planning documents for review by the Managing Attorney and oversees all client service activities of the firm. Summer is integrally involved in all estate planning matters to ensure that clients of the firm have a superb experience throughout the estate and wealth preservation planning process. To say that clients of the firm absolutely love working and interacting with Summer….is an understatement. Additionally, Summer is responsible for drafting all documents relating to all probate and trust administration matters handled by the firm for their review by the Managing Attorney. She also assists the Managing Attorney in managing the probate and trust administration process for each client matter.
Prior to joining the firm, Summer was an Assistant Manager at Staples, Inc. for over seven (7) years. As an Assistant Manager, she routinely supervised 15-20 employees and ensured associate training and staffing levels complied with corporate policy. Summer was responsible for resolving all customer service matters, preparation for and successful completion of all inventory audits and compliance with all corporate policies and procedures at the store level. She also managed daily cash reconciliations.
Summer holds a Bachelor of Science degree in Business Management from the University of North Carolina – Pembroke.