Conscientious and sincere professional with 9+ years of experience in Trust & Estates Paralegalism and Estate Tax Return Management. Committed to leading a team by managing the transfer of real estate assets to financial institutions and optimizing client servicing. Skilled writer, organizer and project manager with solid background in [Type] and [Type] law. Knowledgeable about legal research, witness statements and file coordination. Trained in working on underrepresented [Type] cases. Results-focused [Industry] professional with strength in [Skill], [Task] and [Task]. Proactive leader with strengths in communication and collaboration. Proficient in leveraging [Area of expertise] and [Area of expertise] knowledge to promote [Result]. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. Sharp professional displaying enthusiasm and offering strengths in [Skill] and [Skill]. Enterprising personality coupled with [Number] years of experience in [Area of expertise].
Skills
COMPUTER SOFTWARE & SKILLS
Thomson Reuters OneSource Tax & Accounting EstateVal Pricing Systems Gillette Publishing Tax and Estate Accounting
Iron Mountain Electronic Record Management DTE Time Entry DocketEntrprise/CoreRelateAdobe
IManage ProLaw Nuance PDF
WebEx Lexis Microsoft Office Suite
Accounting
Accountancy
Accounting software
Billing
Bonds
Clients
Financial
Forms
Funds
GEMS
Inventory
Letters
Lexis
Litigation
Logistics
Money
Microsoft Office Suite
Organizing
Paralegal
PDF
Personnel
Pricing
Real Estate
Reuters
Tax
Estate tax returns
Power of attorney
Customer service
Analytical
Experience
Senior Trusts and Estate Paralegal, 03/2019 to 04/2020 Curves Jenny Craig – Poway, CA,
Prepared 12-15 New Jersey and Pennsylvania inheritance tax returns, obtaining tax waivers for asset transfers and property totaling $5-6 Million to heirs and beneficiaries.
Calculated the date of death valuations of 40-50 decedent assets including 411 U.S.
Savings Bonds equating to $1.2 Million and $6-8 Million in Real Estate Assets.
Oversaw the logistics of real estate closings by facilitating the deadlines and documentations for the sale of the property, corresponding to HOA Regulations and accomplishing 5 closings totaling between $1.5-2 Million.
Guided 10-12 clients with Executor and Fiduciary duties in accordance to the decedent’s Last Will and Testament, obtaining the appropriate federal forms for tax purposes and processing the transfer of assets to estate accounts.
Coordinated the calculation of executor commissions totaling $300,000-$400,000 in accordance with NJ State Regulations.
Mentored a Junior Paralegal on matters of discovery, IRS communication, distribution documents, and usage of the GEMS accounting software program of estate financial records and estate assets.
Responded quickly to client calls and inquiries, asking open-ended questions to deliver applicable information.
Drafted motions, briefs and other legal documents associated with litigation process.
Drafted correspondence and [Type] documentation and submitted all materials to appropriate parties.
Filed pleadings and required paperwork with court clerk according to strict deadlines.
Organized and prepared case exhibits and evidence for trial.
Organized exhibits for trial, preparing materials and supporting documentation for easy display and admittance.
Mitigated project gaps by training staff on legal best practices and protocols.
Participated in client interviews, observed questioning process and took notes to document information.
Facilitated efficient communication between judges, court administration, government agencies and attorneys.
Coordinated with multiple departments regarding responsive documents and document retention.
Coordinated appraisals and inventories of property to complete thorough estate planning for clients.
Coordinated efforts supporting successful outcomes in cases involving $[Number] settlements.
Paralegal, 01/2018 to 04/2019 Curves Jenny Craig – Rocklin, CA,
Individual Clients Department Collaborated with 10-12 partners primarily in New York State and Connecticut to handle 20-25 different estate matters, organizing the appropriate tax forms for High Net Worth (HNW) clients for large estates averaging between $4-100 Million.
Filed 10-12 petitions for probate including Affidavit of Heirship, Waiver of Process and Release, and Notice of Probate, obtaining Letters of Testamentary from New York State counties to verify the validity of Wills and continue fiduciary duties.
Monitored the inventory of assets including Day Pitney’s average estate of $5-10 Million portfolio, 2-10 estate brokerage accounts, and bank accounts such as CDs, IRAs, and Money Markets.
Interfaced with 17-25 clients by responding to inquiries based on the process of probating wills, projected amounts of estate tax, documentations, and obtaining EINs.
Determined the calculations of Executor and Trustee Commissions totaling up to $250,000 in accordance to NYS Regulations.
Exceeded the company’s billing requirements by billing out approximately $8,000 throughout 30-35 hours per week , consolidating to a yearly total of $350,000-$360,000 per year.
Filed pleadings and required paperwork with court clerk according to strict deadlines.
Assisted in preparing wills and real estate closings.
Drafted correspondence and [Type] documentation and submitted all materials to appropriate parties.
Examined [Type] documents to determine grantor, grantee, trustee and loan amount and support prescribed plans.
Responded quickly to client calls and inquiries, asking open-ended questions to deliver applicable information.
Coordinated appraisals and inventories of property to complete thorough estate planning for clients.
Entered client data into [Software] for records and customer relationship management.
Supported leadership by examining deeds of trust to determine grantor, grantee, trustee and loan amounts.
Participated in client interviews, observed questioning process and took notes to document information.
Paralegal, 01/2015 to 01/2018 Curves Jenny Craig – Salt Lake City, UT,
Supervised the real estate administration process for 30-40 clients from probate through distribution for executors and
trustees in the State of New Jersey County Surrogate Courts.
Developed 30-40 federal and state inheritance/estate tax returns averaging between $500,000-1 Million, preparing fiduciary
accountancy of acts of executors and Trustees.
Interacted with 50-100 clients, attorneys, and superior court personnel in various counties, brokerage firms, and transfer
agents to obtain date of death valuations, tax waiver certificates, Testamentary Letters, and Tax Waivers.
Managed a $15 Million estate by obtaining the date of death valuations from 9 brokerage firms and transfer agents,
distributing the funds to 3 charitable beneficiaries within a 2 year period.
Paralegal, 05/2011 to 01/2014 WILENTZ, GOLDMAN & SPITZER, P.A – City, STATE,
Separated the Estate Planning files into one section and the Estate Administration into a separate section, increasing the efficiency
of locating files by 50%.
Handled 10-15 matters for litigation, Case Information Statement (CIS) and Notice to Produce and Interrogatories.
Education and Training
Certificate: Paralegal Studies, Expected in 2010 FAIRLEIGH DICKINSON UNIVERSITY, MONMOUTH COUNTY GRADUATE CENTER - Teaneck, NJ GPA:
Bachelor of Arts: Media Studies & Sociology, Expected in 1984 FORDHAM UNIVERSITY, THE COLLEGE AT LINCOLN CENTER - New York, NY GPA: Outstanding Achievement Award in Sociology
Certifications
Thomson Reuters OneSource Tax & Accounting EstateVal Pricing Systems Gillette Publishing Tax and Estate Accounting
Iron Mountain Electronic Record Management DTE Time Entry DocketEntrprise/CoreRelateAdobe
iManage ProLaw Nuance PDF
WebEx Lexis Microsoft Office Suite
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FAIRLEIGH DICKINSON UNIVERSITY, MONMOUTH COUNTY GRADUATE CENTER
