Attorney Profile

Senior Drafting Paralegal

Becky joined Legacy Estate Planning, LLC in July of 2011 as the firm’s drafting paralegal. As senior drafting paralegal, Becky generates comprehensive estate planning portfolios based on attorney notes, formats the documents, and does extensive editing of the documents to suit the needs of the client.

Experience

Becky has extensive administrative experience, having come to Legacy Estate Planning, LLC after five years at a production company assisting the president, 12 years at a large local church where she served as executive assistant to the lead pastor, and seven years with a Southern California estate planning law firm prior to that. Now with nearly 20 years’ legal experience, Becky makes good use of her administrative, organizational, and writing skills.

Education

Becky graduated from California State University at Dominguez Hills earning her bachelor’s degree in music with a minor in psychology.

Personal

Becky was born in Oakland, California, grew up in Southern California (Palos Verdes Peninsula), continued to move north to Sacramento, then on to the Pacific Northwest in 1992. Becky enjoys long walks, time at her piano, and time with her kids. She has two adult children (Logan and Lauren) who are funny, talented, loving, and kind; and now a perfect granddaughter named Isla Jo (who gets her middle name from her Nana).

Estate Planning Paralegal

Karissa joined Legacy Estate Planning, LLC in January 2022 as the firm’s receptionist and has since been promoted to the role of Final Signing Paralegal. Duties range from conducting final signings to assisting our Senior Drafting Paralegal. In her role within estate planning, Karissa organizes client portfolios, and guides our clients through the signing of their documents through clear and patient explanations. Additionally, Karissa prepares and files deeds on behalf of our clients with properties both in and out of state.

Experience

Karissa’s background includes over 10 years of experience in customer service and office administration and three years of management experience. With her expertise at prioritizing tasks and office management, she is excited to cultivate an effective and collaborative atmosphere. Karissa is looking forward to learning and growing within Legacy Estate Planning, LLC.

Personal

Karissa was born and raised in the Seattle area. She enjoys reading, photography, and spending time with her dog, Clover. Karissa roots for the Seattle Mariners and Seahawks.

Estate Administration Legal Assistant

Jordy joined Legacy Estate Planning, LLC in February 2023 as the firm’s receptionist, and has since been promoted to Estate Administration Legal Assistant. In this role, she assists the attorneys during the long process of probate and trust administration. She handles drafting and filing of legal documents, manages estate asset inventories, and serves as a main point of contact for clients and advisors throughout estate administration. She also leads the reception team, coordinating client scheduling and file preparation. Wearing multiple hats can be a challenge, but one that Jordy is excited to tackle!

Experience

Jordy has over five years of experience in customer service in food service and tourism, and two years of experience as a laboratory technician. She is passionate about making human connections and going above and beyond to assist clients through sensitive and difficult times. Jordy combines this passion with her strong attention to detail and organization to ensure each client is treated with care as they navigate settling their loved one’s estate. She has enjoyed her time with the firm and looks forward to continuing to learn and grow in her new role.

Education

Jordy graduated from the University of Washington with a bachelor’s degree in Chemical Engineering, and worked in various clean energy labs throughout her degree. She left the clean energy industry in search of a position that allowed her to work with and help people more directly and has found just that at Legacy Estate Planning. She has attended various Probate and Trust Administration seminars and trainings during her time with the firm.

Personal

Jordy grew up in Western Washington, and has lived in Seattle for 5 years. She is an avid concert goer, and spends her free time on photography, crossword puzzles, and facetiming her dogs, Nate and Alice. She is also a lifelong Washington Huskies fan. Go Dawgs!

Estate Settlement Paralegal

Isaac joined Legacy Estate Planning, LLC in November of 2023 as the firm’s estate settlement paralegal. As an estate settlement paralegal, Isaac assists our attorneys with the administration of decedents’ trusts and estates, including drafting legal documents, gathering asset information, preparing notices and tracking deadlines.

Experience

Isaac has over two years of legal experience in the Personal Injury field. With experience in case management, client relations, legal drafting and paralegal work, Isaac is dedicated to creating a smooth and easy transition through your estate process.

Education

Isaac graduated from Oral Roberts University earning his degrees in Business Administration with a concentration in finance, and Political Science with a concentration in Law.

Personal

Isaac was born in the small town of Slobozia Romania but grew up in Bellevue Washington before heading to Oral Roberts University in Tulsa Oklahoma. Isaac played baseball throughout his collegiate career at ORU while playing Catcher and Second Base. At home Isaac enjoys all things outdoors such as skiing, surfing, hiking and boating, as well as cheering on the Seahawks, Mariners, and Kraken.

Marketing Coordinator and Office Manager

Susana joined Legacy Estate Planning, LLC in November 2021 as the firm’s director of marketing. As the director of marketing, she coordinates monthly educational seminars, updates our social media channels, designs our email marketing, and assists with various managerial duties.

Experience

Susana’s background includes 5 years of experience as a restaurant manager in an accelerated tourism environment, 7 years in marketing within multiple companies and worked as a graphic designer for 7 years. Susana is excited to bring forth her expertise here at Legacy Estate Planning and is looking forward to learning more about the legal industry!

Education

Susana obtained her graphic design certificate at Kearny high school and studied business management at San Diego City College where she also participated in the woman’s college soccer team.

Personal

Susana is a San Diego native who fell in love with the Seattle atmosphere and culture. Susana spends her personal time gardening, dancing, and skateboarding. She also enjoys creating graphics, designing brands, and spending time outdoors with her dog, Obi-Juan Kenobi.

Receptionist

Sofia joined Legacy Estate Planning, LLC in September 2023 as the firm’s receptionist. As receptionist, she coordinates daily appointments, is the first point of contact for clients, prepares files for the attorneys and paralegals, and assists with various office duties.

Experience

Sofia has 6 years of customer service experience in restaurants and coffee! She is excited to learn more about the legal field and the change of pace this experience will bring into her life. She hopes to deliberately apply previous knowledge to enhance and contribute to the firm.

Education

Sofia is currently pursuing her bachelor’s degree in business management at Northwest University in Kirkland. She plans to learn new skills, while still making use of those she is learning at NU.

Personal

Sofia is a Washington Native and she loves nature! She also enjoys spending her time with her loved ones, traveling, exercising, and trying out new coffee shops.