Teague Law

07/07/2022

Teague Law is an Estate Planning law firm located in San Diego, CA that helps clients with estate planning, trust and probate needs. Teague Law focuses on helping Californians prepare for a difficult time in their lives, with a hope to make things easy and smooth for its clients’ family and loved ones.

Our Work Environment Includes:
• On-the-job training
• Lively and friendly atmosphere
• Hybrid work model

Responsibilities:

The ideal candidate will take initiative to ensure the smooth operation of the firm, have effective case management skills, and maintain frequent communication with the clients. Specifically, we are looking for someone who is friendly, results-focused, forward-thinking, proactive, and willing to learn new things. There will be many opportunities to gain valuable experience by working with Teague Law.

Our Legal Secretary’s primary role will be to work directly with the owner of the firm in a support capacity to enable the Attorney to focus on clients and legal work. They will assist in client file input, maintenance, and invoicing; communicate with clients as needed regarding appointments and required documents needed by our Attorney; and will assist in scanning, photocopying, and sending documents out.

Other duties and responsibilities include but are not limited to:

• Preparing court and other legal forms
• Managing records, projects, and calendars to ensure all functions smoothly
• Collecting and delivering documents
• Supporting legal research
• Communicating with potential clients, clients, vendors, and other attorneys
• Returning phone calls and emails; Scheduling appointments

Minimum Qualifications:

• High school degree and some college
• Strong organizational, analytical, clerical and communication skills
• Ability to pay close attention to detail
• Intermediate computer skills, specifically Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.), Google suite, and Adobe Acrobat
• Strong written and verbal communication skills
• Ability to handle multiple tasks simultaneously, prioritize, and meet deadlines

06/29/2020

SDVoyager recently sat down with me to learn more about my career path and Teague Law - I truly appreciate their time and interest! 🙏🏼

I am a bit embarrassed that I used the exact same phrase twice -- "personal care and attention I give to each client who comes through my doors" -- but I suppose there could worse things to emphasize ;)

Today we’d like to introduce you to Ashley Teague. Ashley, can you briefly walk us through your story – how you started and how you got to where you are today. Various friends and family members told me throughout my life, “when you grow up, you should be a lawyer…” I was never quite sure ...

04/30/2020

FYI

03/30/2020

If your goal is to leave your home to your adult kid(s) at death, simply adding them to title while living is a BAD idea - here's why!

Parents sometimes transfer title on their house to an adult child in an attempt to sidestep probate or to keep the home from being lost to pay for nursing home care

03/25/2020

Yesterday, we received clarification from the California Secretary of State re: whether or not estate plans can be safely and lawfully signed during this unprecedented time - the use of a notary public is essential. I spoke with my mobile notary Patrick from sdsignings.com last night, and he and his team are at our service! From Patrick: "We will be extra safe keeping everything clean, and will be thoughtful of distance."

"The California Secretary of State reports that Notaries in California are permitted to perform notarizations, and will not be penalized for doing so, during the current COVID-19 'shelter in place' order as long as there are no restrictions from individual county health officers, and you follow federal, state and local guidelines to protect public health."

(https://www.nationalnotary.org/notary-bulletin/blog/2020/03/ca-sos-notaries-work-special-order)

03/19/2020

Clients new and old have been reaching out to me during this uncertain time, wanting to make sure their affairs are in order. I think the instinct at play is a desire to create some sense of control and ease amidst the chaos.

My goal is to be a resource for any of you out there who have questions, uncertainties, or concerns about estate planning. Please feel free to reach out - although I continue to work from home for my existing clients, the court and office closures have freed up a significant amount of my time. ashley@sandiegowilltrust.com or (619) 501-3500

My thoughts and love go out to everyone right now - stay safe and healthy - we will get through this together!