Our receptionist greets clients as they make their initial calls to the office and helps direct the calls to the correct person. Responsibilities include making appointments for our attorney's and performing a variety of general office and clerical duties.
|Ian Edwards - Drafting Legal Assistant|
Ian joined the firm in January of 2008. He is one of our Drafting Legal Assistants. Ian drafts the Trusts, Wills, Powers of Attorney, Deeds and more. He also conducts the client review meetings, where he explains in detailed layman's term the client(s) documents, as well as conducting the signing appointments. Prior to working with the firm Ian worked at Paralan Corporation an electronic company as a liaison between the accounting/accounts receivable and sales/service departments. His most recent experience was with Whole Foods Market in the Specialty department as the wine buyer. Ian, his wife, Sarah, and their daughter, Hailey, have lived in the Escondido area since December of 2011. Ian's hobbies include cooking, home improvement as well as being a wine and craft beer enthusiast.
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|Amy Cappelletti - Trust Administration Paralegal|
Amy joined the firm in July of 2017. She is a Trust Administration Paralegal. She works with the attorneys in the opening of trust administration proceedings, which includes drafting documents and filing various documents with the court. Amy has been a Paralegal since 1995 and brings many years of experience in providing legal support in the areas of Conservatorships, Guardianships, Probate, Trust Administration and Estate Planning. Prior to joining the firm, Amy practiced real estate and worked in various north county law firms while raising her growing family. Amy resides in Escondido, California. She is the proud mom of six children, which includes two Marine sons and four amazing daughters, plus one grandson. When not working, Amy enjoys weekends full of soccer games and special times with family and friends.
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|Barbara Johnson - Estate Planning Paralegal|
Barbara joined the firm in December of 1997. She is our Estate Planning Paralegal. She drafts the initial Trust, Wills, Powers of Attorney, Deeds, etc. She also meets with clients to help them review their drafts and minimize the legal factor. She maintains client contact for any follow-up questions and funding matters. She usually does the initial meeting with returning clients interested in updating their estate planning documents. Barbara also assists with many other general office duties as well as assisting with Trust Administration. Before joining the Black & McGhee A.P.L.C., Barbara spent 15 years in the legal profession working in various fields such as personal injury (with David Dekker for 7 years), general business (with James Lund) and Family Law (with Keithly & Keithly). Barbara has two children, a daughter who is a local high school guidance counselor and a son who is a radiologist. She has five fabulous grandchildren who light up her life. She lives with her best friend, her Mom, and their dog.
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|Lea Tom - Office Manager/Bookkeeper|
Lea joined the firm in June of 2007. She is our Office Manager/Legal Assistant. She handles the billing, payroll, accounts payable and receivable and many other general office duties. Prior to working at Black & McGhee, A.P.L.C., Lea spent almost 20 years in the banking industry as an Operations Manager/Branch Manager. She is married and has one daughter who also works at Black & McGhee, A.P.L.C. In her free time, Lea enjoys spending time with her family, taking drives along the coast and just enjoying the beauty of Southern California.
Email her here.