Paralegal

Pat Puma joined Rosenberg, Freedman & Lee in 2003. She started as a Legal Assistant and quickly moved up into a Paralegal position.

Pat assists the estate planning attorneys by providing document preparation and review. Conducting initial phone conversations with prospective clients and completing case intakes. Over the years with RFL she has acted as a witness in document signings. In addition, she has worked on Guardian Care Plans by preparing the forms, facilitating any signing of documents to be served on incapacitated persons and filing with the court. And filled many roles as needed, including hiring, and mentoring new employees.