Professional Connectivity
P: (314) 454-9100 x 125
Lead Estate Planning Paralegal
Deena Coppotelli.
“Deena leverages over 20 years of veteran experience to deliver meticulous stewardship across the estate planning lifecycle, ensuring peace of mind for high-performance clients.”
Strategic Practice Support
Role and Expertise [−]
Veteran Practice Integration
Deena Coppotelli has been an integral part of the AEGIS Law estate planning team since joining the firm in 2002. With over two decades of practice-specific intelligence, she provides the professional stewardship necessary to navigate the complexities of multi-generational wealth preservation. Her role is defined by her ability to anticipate client needs and respond with surgical precision.
As a lead paralegal, Deena manages the critical execution of estate planning documents, conducts in-depth research on emerging legal issues, and serves as a primary liaison between attorneys and high-net-worth clients. Her vast knowledge of estate planning procedures has contributed significantly to the firm’s reputation for delivering tailored, comprehensive solutions.
Impact on Client Service
Deena’s commitment to client satisfaction is unparalleled. She prides herself on ensuring that every engagement is handled with professional discretion and personalized attention. By maintaining detailed and accurate client files and overseeing the preparation of estate tax returns, she allows our clients to move through the planning process with absolute certainty.
Foundation & Community
Academic Foundation:
Deena earned her B.S. degree from Southern Illinois University of Edwardsville. Before her current tenure, she managed the daily operations of an estate planning strategies firm, honing her expertise in client relations.
Outside of her practice, Deena remains committed to community service, volunteering with local crisis centers and humane societies. Her multifaceted career exemplifies the intersection of professional excellence and community leadership that defines the AEGIS model.
Next Steps
Engage Professional Stewardship.
“Tactical alignment begins with a direct professional connection.”
Next Steps
Engage Senior-Led Counsel.
“Tactical alignment begins with a direct professional connection.”
