Deena Coppotelli is a Lead Estate Planning Paralegal at AEGIS Law, bringing over 20 years of invaluable experience to our practice. Since joining the firm in 2002, Deena has been instrumental in delivering outstanding results to our clients and has become an integral part of our estate planning team.
Role and Expertise
As a lead estate planning paralegal, Deena plays a crucial role in helping our clients navigate the complex world of estate planning. Her responsibilities include:
- Assisting attorneys in drafting and reviewing estate planning documents such as wills, trusts, and powers of attorney
- Conducting in-depth research on legal issues related to estate planning
- Managing client communications and serving as a key liaison between attorneys and clients
- Coordinating the execution of estate planning documents
- Maintaining detailed and accurate client files
- Preparing estate tax returns and other necessary financial documentation
Deena’s expertise as an estate planning paralegal has been pivotal in ensuring our clients receive comprehensive, tailored solutions for their unique needs. Her meticulous attention to detail and vast knowledge of estate planning procedures have contributed significantly to the peace of mind our clients experience when planning for their future and the well-being of their loved ones.
Impact on Client Service
Deena’s commitment to client satisfaction is unparalleled. She prides herself on ensuring that every client has a positive experience working with AEGIS Law, providing the personal attention they deserve. Her ability to anticipate client needs, respond promptly to inquiries, and facilitate smooth communication between clients and attorneys has been vital to delivering outstanding results.
Whether it’s providing additional information, arranging urgent meetings with attorneys, or addressing unexpected client needs, Deena’s efficiency and dedication have made her an indispensable asset to both the firm and our clients.
Background and Education
Deena earned her B.A. degree from Southern Illinois University. Prior to her current role, she managed the daily operations of the Estate Planning Strategies firm as the Client Services Coordinator, where she honed her skills in client relations and event planning.
Community Involvement
Deena remains committed to community service, actively volunteering with the local Women’s Crisis Center and the Humane Society. She has also served as a Board Member for a non-profit organization that provides scholarships to single parents at a local community college.
Personal Interests
Outside of work, Deena enjoys spending time with her husband, James. She maintains an active lifestyle, participating in 5K races and enjoying golf and tennis. Deena also has a passion for cooking and reading in her leisure time.
