
Santos Morgan
Business Formation and Legal Document Drafting
Competenze

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Esperienza lavorativa
UK Charity & CIC Documentation Specialist
Freelancer.com • Lavoratore autonomo
May 2023 - Present • 3 yrs 2 mos
Support clients with preparing documentation for UK charities, Community Interest Companies (CICs), and trusts. Assist with constitutions, trust deeds, governance documents, compliance paperwork, and registration document preparation. Focus on accurate document organization, timely communication, and client satisfaction throughout each project.
Nonprofit Registration Specialist
NonProfit 411 • Lavoratore autonomo
Jul 2022 - Present • 4 yrs
Assist nonprofit organizations with registration processes by preparing formation documents, EIN applications, bylaws, organizational policies, and tax-exemption application packages where applicable. Support clients with document preparation, compliance requirements, and clear communication throughout the registration process while ensuring all requested documentation is organized and professionally presented.
Legal Document Specialist
Law • Lavoratore autonomo
Apr 2021 - Aug 2024 • 3 yrs 4 mos
Prepare and customize legal documents for individuals and businesses, including UK tenancy agreements, lease agreements, rental contracts, family agreements, business contracts, and other legal templates. Work closely with clients to understand their requirements, deliver professionally formatted documents, maintain confidentiality, and provide revisions to ensure documents meet their requested specifications.