Life Insurance Medical

Gloriela Garcia

*** ******* ****** ( Sacramento, CA 95835 916-***-**** (

************@*******-******.***

OBJECTIVE

To work as a Paralegal in an environment that is challenging in which I

will be able to apply my hard work ethic and intelligence.

EDUCATION

MTI College 2005

Associates in Liberal Arts, Paralegal Studies

UC Davis 2003

Bachelor of Arts, Psychology

American River College 2001

Associates in Liberal Arts

Coursework: Contract Law, Legal Writing and Analysis, Legal Research,

Social and Personal Development, Advanced English Composition,

Intercultural Communication

PROFFESSIONAL EXPERIENCE

Legacy Law Group July 2007-June 2011

Estate Planning Paralegal

> Drafted initial estate planning documents, trust administration,

probate, irrevocable life insurance trusts, and business planning

documents for clients who had a net worth of up to 6 million.

> Managed a high caseload of clients which included estate planning,

trust administration, irrevocable life insurance trusts, and business

planning clients.

> Prepared asset transfer letters to fund different types of assets into

client's trust.

> Communicated daily with financial firms, accountants, Secretary of

State, Sacramento Recorder's Office, and California Superior Courts to

ensure client's cases are moving forward.

> I was also the back up receptionist which included such as covering

phones, making coffee, scheduling meetings for clients, calendared

court hearings, and putting postage on all outgoing mail.

NCO Financial Systems, Inc. May 2005-July 2007

Medical Bad Debt/ Contract Law Paralegal

> Arranged travel accommodations for in house counsel.

> Prepared research opinions based on statutes.

> Served as a go-between legal bill collectors and in house counsel.

> Calendared all hearings and legal deadlines.

> Drafted motions such as motion to compel post judgment interrogatories

and motion for judgment on the pleadings.

> Prepared correspondence to opposing counsel, court, and defendants.

> Drafted and propounded discovery.

> Prepared stipulations, orders of examination, default by stipulations,

case management statements, satisfaction of judgments, and dismissals,

in which I would either use Legal Solutions or pleading format.

> Researched local court rules for all courts within the State of

California and statues.

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Gloriela Garcia

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> Notarized different types of documents for the company.

> Updated the law library.

GUENARD & BOZARTH, LLP July 2004-March 2005

Personal Injury Legal Secretary

> Answered all incoming calls for the firm and transferred calls

accordingly.

> Transcribed for 3 attorneys.

> Opened the firm which consisted of making coffee, turning on all copy

machines, and shredding.

> Ordered and tracked all receipt of medical bills and records for the

firm.

> Opened all new files for the firm.

> Managed 1 of 2 partner's cases and updated him weekly on the status of

his cases.

ADDITIONAL AFFILIATIONS & EXPERIENCE

Active Member, Sacramento Legal Secretaries Association April 2009

-Present

Charitable Projects Chair, April 2009-2011

> Planned and implemented at least 3 charitable projects a year.

> Prepared and designed flyers to promote upcoming charitable events.

> Prepared bulletin articles for upcoming charitable events.

> Direct source of contact for any inquires pertaining to any of the

chairtable events.

> Informed President and board of directors the status of my upcoming

chairtable projects.

Nominations and Elections Committee Lead Co- Chair, April 2009-

2010

> Delegated tasks to other co-chairs to ensure deadlines were met.

> Attended board meetings.

> Prepared and designed flyers to promote upcoming elections.

> Designed ballots for members.

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