Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:

Analytical and personable Paralegal adept in problem solving and focusing on viable solutions, while maintaining the utmost level of professionalism and confidentiality. Follows directives and coordinates with team members to excel in high-pressure, emergent situations. Exhibits advanced knowledge of Estate Planning & Probate, Guardianships, Family Law, Wills, Trusts, Asset Protection Planning, Special Needs Trusts, Drafting, Funding, and Retitling real property.

Additionally, 6 years as a dedicated and focused Administrative Professional who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals while maintaining open lines of communication among senior executives, board members, shareholders, middle management and administrative staff.

Bachelor of Science: ENGLISH, Expected in 2003
The University of North Carolina at Chapel Hill - Chapel Hill, NC
  • Coursework in English, Communications and Writing Coursework in Economics, Government and Political Science Coursework in paralegal studies.
  • Minor in Psychology
  • Coursework in Law and Political Science
  • Graduated Summa Cum Laude
  • Experienced with Westlaw, LexisNexis, Wealth and Elder Counsel, LWAP, Hot Docs, Clio, Box, Microsoft 365, Outlook
  • Drafting legal documents
  • National Association of Legal Assistants
  • Exceptional Communication Skills
  • Expertise in legal proceedings
  • Strong research skills
  • Estate & Asset Planning, Probate, Wills, Trusts, Funding and Retitling Real Property, Guardianships, Family Law
  • Health care law knowledge including Medicaid & VA
Areas of Expertise
  • Drafted, formatted, and edited documents including Engagement Agreements, Probate, Wills & Special Needs Trusts, Powers of Attorney, motions, briefs and quit claim Deeds.  
  • Submitted legal documents to Clerk of Court, Register of Deeds for approval in both local and interstate proceedings. 
  • Senior Paralegal to lead Attorney, tasked with reviewing office procedures, implementing new protocols, scheduling Atticus training sessions, and daily office management for 3 locations 
  • Conducted Forums alongside Attorneys in specific communities to provide Estate Planning Outreach Forums focused on answering community based questions.
  • Worked alongside Attorneys in crisis situations to assist clients, and their families, to receive immediate support from Medicaid, VA benefits, and Long Term Care insurance policies.
  • Specified experience includes helping clients with Asset Preservation Disability & Special Needs Planning, Guardianships, Mediation and end of Life Planning.
Senior Paralegal/Office Manager, 10/2016 to
Elder Law Life Care Planning CenterCity, STATE,
  • Organized and executed an extensive court calendar with up to 10 cases daily.
  • Examined Deeds of Trust to determine the grantor, grantee, trustee and loan amount for funding and re-titling purposes.
  • Arranged all correspondence on behalf of the attorney.
  • Worked with attorneys and case reviewers to resolve legal complaints. Coordinated with multiple departments regarding responsive client-to-client documentation retention.Examined Deeds of Trust to determine the grantor, grantee, trustee and loan amount. Arranged all correspondence on behalf of the attorney. 
  • Administrative Tasks such as preparing clients for appointments and pre-interviews including meeting with clients and other legal professionals to discuss case details. Relayed information in a clear format for clients. 
Senior Paralegal / Office Manager, 02/2016 to 09/2016
B. Joseph Causey Jr.City, STATE,
  • Organized and executed an extensive court calendar with up to 10 cases daily.
  • Prepared for trial by organizing case exhibits and evidence.
  • Accurately entered client data into a company-based software program. (WESTLAW)
  • Arranged all correspondence on behalf of the attorney and prepaired clients for appointments and interviews. 
Patient Service Center- Client Coordinator, 05/2007 to 2012
J.A. Dosher Memorial HospitalCity, STATE,
  • Managed medical insurance records, patient charts and company files using online tracking system.
  • Contacted insurance providers to verify correct insurance information and get authorization for proper billing codes.
  • Updated patient accounts and information on a daily basis.
  • Filed daily census reporting for 75 bed hospital and ED admittance
  • Updated and followed all HIPAA privacy laws to ensure confidentiality 
Customer Service Representative / Account Management / Head Teller, 08/2004 to 2007
Waccamaw BankCity, STATE,

  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
  • Implemented financial planning recommendations.
  • Maintained confidentiality of bank records and client information.
  • Opened new customer accounts, including checking, savings and lines of credit. Established new customer accounts including checking, savings, lines of credit and loans. Processed treasury, tax and loan payments.
  • Balanced daily cash deposits and bank vault inventory with a zero error rate.

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  • The University of North Carolina at Chapel Hill

Job Titles Held:

  • Senior Paralegal/Office Manager
  • Senior Paralegal / Office Manager
  • Patient Service Center- Client Coordinator
  • Customer Service Representative / Account Management / Head Teller


  • Bachelor of Science

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