Estate Planning Assistance

Work with WealthCounsel estate planning attorneys in preparing and assembling WealthDocx estate packages.

General Business Services

Editing and Proofreading, Event Planning, Basic Computer Training, Spreadsheets, Charts and Graphs, Mail Merges, Database Management, Presentation Materials, Data Entry, Bookkeeping (QuickBooks Pro), etc.

Social Media Marketing and Internet Services

Website Setup and Maintenance (WordPress), Account Setup/Management (Facebook, Twitter and LinkedIn), Ezines/eNewsletter Management (ConstantContact, MailChimp), Internet Research, etc.

Desktop Publishing (MS Publisher)

Newsletters, Brochures, Flyers, Postcards, Newsletters, etc.

Information Processing (MS Word)

Digital Transcription (specializing in the workers’ compensation investigations), Business Letters, Proposals, Company Policy Manuals, Press Releases, Brochure Creation, etc.

Author’s Assistant

To date, I’ve been fortunate enough to work with three authors, helping them with the initial formatting and editing of their books prior to publication. I’m extremely honored that all three included me in the acknowledgments. Copies of these books are available on Amazon.