Legal Planning Team
Estate Planning Paralegal
ESTATE PLANNINGABOUT LILIAN
In her day-to-day role, Lilian assists with drafting and reviewing important legal documents like wills and trusts, and works closely with both attorneys and clients to make the process as smooth as possible. Her goal is to simplify complex legal information and provide clear guidance to help clients feel secure about their estate planning decisions.
When she is not at work, Lilian enjoys hiking, biking, photographing and sea glass hunting, along with her family, reflecting her belief in a balanced and fulfilling life. At Omni360 Advisors, Lilian is committed to offering friendly, professional support to ensure that clients’ estate planning needs are met with care and precision.
A BRIEF HISTORY
Lilian plays a crucial role as an Estate Planning Paralegal, dedicated to helping clients create and manage their estate plans with confidence. With 9 years of experience in estate planning, Lilian brings a supportive and detail-oriented approach to their work, ensuring that each client’s wishes are accurately and thoughtfully documented.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Lilian is engaged, or continues to be engaged, to provide investment advisory services.
