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Skills

  • Legal jargon knowledge
  • Drafting Revocable and Irrevocable Trusts
  • Analyzing Financial Statements in Estate Context
  • Conflict Resolution with Beneficiaries
  • Critical Thinking in Complex Legal Scenarios
  • Cross-functional team collaboration
  • Criminal law
  • Litigation support
  • Budgets
  • Efficient Probate Document Drafting

Work Experiences

  • Acted as a liaison between attorneys, clients, and financial institutions to manage settlements of estates, reducing probate case timelines by 75%.
  • Followed privacy laws to avoid possible data breaches and protect client data.
  • Developed and managed up to 18 process cases over a 6 months.
  • Took 8 client calls per the past year to respond to inquiries, employing open-ended questioning techniques to obtain relevant information.
  • Collaborated with insurance companies.
  • Achieved settlements saving clients up to $6.
  • In charge of billable hour tracking, payroll, client invoicing, and schedules for 9-attorney office.
  • Collaborated with attorneys and financial institutions.
  • Assisted clients with assets over $7.
  • Trained and managed 3 employees in best practices and protocols to achieve maximum productivity.

Summaries

  • Adept at estate inventory preparation.
  • Achieved a 74% success rate in estate mediations.
  • Achieved a 19% success rate in resolving estate disputes.
  • Financial Services Estate Paralegal with 15 years of progressive program performance, pursuing framework in Miscellaneous.
  • Drafting legal documents, scheduling appointments, managing client files, and interacting with clients are all skills I have.
  • Legal research, time management, and trial preparation are among her strengths.
  • Expert at gathering evidence and analyzing legal documents.
  • Achieved a 23% reduction in audit risks.
  • Achieved timely case resolutions.
  • Achieved favorable rulings in over 84% of contested estate cases.

Accomplishments

  • Negotiated with financial institutions to secure prompt release of estate assets, reducing dependency on extended probate timelines and improving cash flow by $9.
  • Assisted in the formulation of estate plans for high net-worth clients, including creating irrevocable trusts to protect assets valued at $14.
  • Enhanced client relations by creating a transparent communication process for estate beneficiaries, reducing service complaints by 51% and increasing referrals.
  • Resolved product issue through consumer testing.
  • Reduced the workload for senior attorneys by independently preparing discovery and motions for estate litigation, decreasing average case processing times by 75% weeks.
  • Optimized estate litigation document review by spearheading the use of e-discovery software, lowering document retrieval costs by $7 annually.
  • 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%.
  • Provided direct paralegal support in contentious will contests, gathering and analyzing financial documentation that contributed to favorable court rulings in 51% of cases.
  • Researched changes in federal estate tax laws and updated estate planning documents for clients, ensuring continued compliance with IRS guidelines and minimizing penalties during audits.
  • Mentored and trained 16 junior paralegals, enhancing their understanding of estate litigation processes and increasing team productivity by 27% overall.

Affiliations

  • Certified Trust and Fiduciary Advisor (CTFA), American Bankers Association
  • Association of Information Technology Professionals
  • Estate Litigation Section - Arizona Bar Association
  • American College of Trust and Estate Counsel (ACTEC)
  • Rotary International
  • National Elder Law Foundation (NELF)
  • International Paralegal Management Association (IPMA)
  • Society of Trust and Estate Practitioners (STEP)
  • American Institute of Certified Public Accountants (AICPA) - Personal Financial Planning Division
  • Society of Human Resource Management

Certifications

  • Certificate in Probate Law – process
  • International Estate Planning Certificate – initiative
  • SHRM Certified Professional (SHRM-CP)
  • Elder Law Paralegal Certification – Summit Group
  • First Aid/CPR Certified
  • Registered Paralegal (RP) - National Federation of Paralegal Associations (NFPA)
  • Estate Planning Real Estate Certification – category
  • Certified Trust and Fiduciary Advisor (CTFA) - American Bankers Association
  • Fiduciary Income Taxation Professional Certificate – Northwind
  • Estate and Trust Legal Management Certification – system

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