• Prepare and draft probate petitions, pleadings, inventories, accountings, fiduciary documents, and related court filings. • Manage probate matters from estate opening through final distribution and closing. • Draft and revise estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents. • Prepare correspondence, engagement letters, and client communications. • Coordinate with clients, beneficiaries, fiduciaries, financial institutions, title companies, and court personnel. • Monitor court deadlines and maintain accurate case calendars. • Organize and maintain electronic client files and legal records. • Assist attorneys with gathering estate assets, preparing inventories, and organizing supporting documentation. • Schedule client meetings and assist with attorney calendar management. • Maintain strict confidentiality while demonstrating exceptional attention to detail.

• Draft, review, and negotiate commercial agreements including SaaS subscription agreements, master service agreements, order forms, statements of work, NDAs, data processing agreements, and amendments. • Identify legal and business risks, apply negotiation playbooks, and resolve standard contractual issues independently. • Partner with Sales, Revenue Operations, and Finance to support enterprise and strategic customer transactions. • Provide guidance on subscription licensing structures, pricing terms, renewal provisions, billing triggers, and contractual obligations to facilitate timely deal execution. • Evaluate contractual provisions related to data privacy, security requirements, service levels, indemnification, and liability. • Ensure agreements align with company risk tolerance, healthcare customer expectations, and regulatory obligations. • Maintain and improve contract templates, clause libraries, and negotiation playbooks. • Support contract lifecycle management (CLM) processes and identify opportunities to improve contracting efficiency and reduce sales cycle time. • Serve as a primary legal contact for Sales and internal stakeholders. • Coordinate with Security, Privacy, Compliance, Finance, and Customer Success to resolve contractual issues and align transaction terms with operational capabilities. • Maintain accurate contract records and documentation. • Track contract metrics, negotiation trends, and turnaround times. • Support audit and reporting requirements. • Provide guidance to internal teams on contracting policies and procedures and support training initiatives related to contract processes and risk standards.

• Draft, review, and prepare first-pass redlines for commercial contracts, including health plan service agreements, provider network and participation agreements, vendor contracts, and data use and business associate agreements • Identify and flag key issues, unusual terms, and risk areas for attorney review • Support negotiations by preparing comparison charts, tracking open issues, and maintaining version control across deal threads • Serve as a responsive point of contact for the sales team on routine contract questions and status updates • Manage and maintain the contract lifecycle in SpotDraft: intake workflows, template libraries, clause banks, approval routing, renewal tracking, and reporting • Maintain and refine the contract obligations inventory, including key dates, notice requirements, and renewal terms • Support and execute the legal intake process through Jira • Build playbooks, FAQs, and self-service resources that reduce repetitive questions and let the business move faster • Spot inefficiencies and fix them; we're always looking for ways to do things better • Maintain corporate records, entity documents, resolutions, and governance materials for the parent company and subsidiaries • Handle corporate housekeeping: annual filings, registered agent coordination, minute book maintenance • Support subsidiary management and entity compliance as needed • Partner with business teams to gather deal terms and ensure contracts reflect commercial intent • Coordinate with compliance on regulatory research, policy updates, and documentation • Create and maintain training materials that help business teams participate in the contracting process • Monitor regulatory developments relevant to Stellar's contracts and flag what matters • Manage document flow, scheduling, and information exchange for outside counsel engagements • Track outside counsel spend and flag budget variances

• Reviewing and negotiating a wide range of commercial contracts — customer agreements, supplier contracts (including SaaS), referral agreements, trust deeds, NDAs and more • Running legal and risk reviews of contracts and giving stakeholders clear, commercially-minded advice • Reviewing customers' own terms and conditions to make sure they reflect our embedded banking flow-down requirements, and guiding them through any changes needed • Managing your own caseload end to end, from instruction through to completion • Partnering with teams across the business — including our service, chart, connect and craft teams — as their go-to for contractual and legal queries • Owning and maintaining our contract and NDA database • Helping us build out legal templates, playbooks and internal processes as we grow