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Skills

  • Client relationship building
  • Creating Step-by-Step Training Resources
  • Client-focused Estate Solutions
  • Business operations
  • Effective Mediation in Estate Disputes
  • Beneficiary and Co-trustee Liaison
  • Complex Trust and Estate Dispute Resolution
  • Attention to detail in document review
  • Budgets
  • Regulatory compliance

Work Experiences

  • Took 8 client calls per the past year to respond to inquiries, employing open-ended questioning techniques to obtain relevant information.
  • Conducted asset valuations and beneficiary reporting for estates valued at $3, ensuring accurate final account preparations.
  • Assisted attorneys in court processes related to will contests and estate litigation by collecting financial evidence and preparing discovery documentation.
  • Acted as a liaison between attorneys, clients, and financial institutions to manage settlements of estates, reducing probate case timelines by 75%.
  • Assisted attorneys in court processes.
  • Collaborated with attorneys to prepare estate inventory and valuation reports for assets above $9, ensuring compliance with IRS regulations.
  • Conducted asset valuations for estates.
  • Collaborated with attorneys.
  • Acted as a liaison between attorneys, clients, and financial institutions.
  • Collaborated with attorneys and financial institutions.

Summaries

  • Accomplished Financial Services Estate Paralegal.
  • While reviewing documents, checking websites, and searching titles, experienced Financial Services Estate Paralegal pays close attention to detail.
  • Achieved a 74% success rate in estate mediations.
  • Devoted paralegal with a background in workflow optimization and legal research expertise.
  • Achieved favorable outcomes in 77% of cases.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Ambitious Financial Services Estate Paralegal driven to provide exceptional administrative support and customer service. Strengths include legal research, time management and trial preparation. Clear knowledge of court processes and legal proceedings.
  • Experienced in the logistical challenges of trial preparation.
  • Achieved timely case resolutions.
  • Achieved a 19% success rate in resolving estate disputes.

Accomplishments

  • Collaborated with investment advisors and fiduciaries to structure estate planning vehicles, reducing tax liabilities by 38% and ensuring regulatory compliance.
  • Assisted in the formulation of estate plans for high net-worth clients, including creating irrevocable trusts to protect assets valued at $14.
  • Led compliance checks during estate audits by verifying transaction histories, reducing the likelihood of IRS audits or fines by 83%.
  • Optimized estate litigation document review by spearheading the use of e-discovery software, lowering document retrieval costs by $7 annually.
  • Managed property closings and transitional agreements for estate executors, ensuring compliance with Illinois laws and deadlines for estate asset retention.
  • Represented the firm in client probate hearings, maintaining seamless communication between clients, attorneys, and the courts, resulting in an expedient case resolution rate of 29%.
  • Collaborated with tax professionals to ensure the correct filing of estate tax returns, reducing client tax liabilities by $2.
  • Documented and resolved procedure which led to method.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led comprehensive legal research on state probate laws and proposed statutory changes, ensuring the firm's estate planning standards remained compliant with regulatory updates.

Affiliations

  • Volunteer Legal Services Denver
  • American Marketing Association
  • Lions Club
  • Society of Human Resource Management
  • National Paralegal Association (NPA)
  • International Association of Administrative Professionals
  • American Institute of Certified Public Accountants (AICPA) - Personal Financial Planning Division
  • American Bar Association - Estate Planning and Probate Section
  • Project Management Institute
  • Institute of Certified Estate Planners (ICEP)

Certifications

  • Certificate in Probate Law – process
  • Leadership in Law Firms Certificate – Harvard Law School Executive Education
  • Registered Paralegal (RP) - National Federation of Paralegal Associations (NFPA)
  • Advanced Certified Paralegal (ACP) in Real Estate – NALA
  • Apple Certified Associate (ACA)
  • Estate Litigation Support Certification – framework
  • Certified Paralegal (CP) – National Association of Legal Assistants (NALA)
  • CompTIA A+ Technician
  • Certified Financial Planner (CFP) – Certified Financial Planner Board of Standards
  • Accredited Estate Planner (AEP) - National Association of Estate Planners & Councils (NAEPC)

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