SHIVAM MOUDGIL

Business analyst and strategic professional with many years of invaluable experience and expertise in shaping traditional and online growth plans, integrated promotions and brand development initiatives. Shivam is a qualified professional with proven success driving bottom-line growth, influencing brand promotions and increasing engagement for leadings in the industry.
At CURIOUS COUNSEL, Shivam is engaged in coordinating and managing, communications and business development activities for the firm. He overlooks media, trial strategy, analytics, corporate relations and facilitates the integration of the brand in general.
The primary objective of Shivam is productive and analysis of documents for our attorney supplemented by timely and accurate delivery of work assignments. He also serves as a back-up legal assistant and provides and oversees care of our clients, prospects and advisors when they visit or call our office.
Shivam is responsible for ensuring accuracy and timely delivery of all estate planning documents to include preparing and coordinating documents, including deeds, trusts, living wills, last will & testaments, health care directives, powers of attorney, and other documents as applicable. He follows the funding process in transferring client assets into trust, including drafting new deeds, beneficiary designations and re-titling of specific assets. He is responsible for improving and sustaining processes that allows for accurate, expedient and timely service for our clients and support to the entire estate planning team and performs administrative duties related to the operational affairs of CURIOUS COUNSEL as requested.
Shivam supports the legal assistant in preparing court orders, organizing court proceedings, filings and required proceedings as required. He assists the attorney in the management of the estate planning process, which includes trial strategies.