Versatile, agile and experienced Legal Secretary with 14 years of experience in a legal office environment that supports two attorneys in Estate Planning, Probate and Trust Administration/Litigation, Elder Law, Medi-Cal Planning, Conservatorship, Civil Litigation and Business Law with varied and complex responsibilities. Enhanced overall efficiency of case file preparation by 70%.
Previous experience with Workers Compensation.
Fluent in Spanish
WordPerfect, Time slips, Adobe, Legal Solutions/Essential Forms, MS Office Suite: Outlook, Word, Excel and Power Point; typing 50 words per minute, Multi Switchboard
Time & Billing
Drafting Legal Documents
Exceptional communication skills
Legal Secretary/Receptionist/Administrative Assistant June 2003 to CurrentLaw Offices of W. Lance Russum － Alameda, CA
Develop Estate Plan and Court Probate documents including Wills, Trusts and Power of Attorney.
Record billing time which is an essential in any attorney environment.
Respond to phone and mail inquiries, provide assistance and/or direct calls to the appropriate party.
Develop a variety of memos and compose routine correspondence for Estate Plans.
Maintain calendar and scheduling appointments, meetings, seminars, and legal documents for cases conferences and travel requests.
Transmit documents through mailings, faxes, and/or email, Transcribed documents through a Dictaphone, free hand and proofread legal documents.
Provide Clients with case file updates and manage all incoming/outgoing calls with inquiries about case status.
Create new client files and handle all inquiries to establish new clients.
Order supplies, maintain office equipment.
Legal Secretary September 2002 to May 2003Pulley & Cohen, LLP － Oakland, CA
Requested subpoena records.
Coordinated and scheduled medical legal evaluations.
Outstanding planning and organizations skills with keen attention to detail.
Prepare computerized court documents including summonses, complaints, agreements, evictions and other materials.