Real Estate Sales

LYNN MOODIE

** ***** ***** *** ***, San Clemente, CA 92673 949-***-****

*******@***.***

SENIOR PARALEGAL / UK QUALIFIED ATTORNEY

** ***** ********** ************ ** Probate, Trust Administration, Estate

Planning, and Tax.

PROFESSIONAL EXPERIENCE

Senior Paralegal - Probate, Trusts and Tax April 2007 - April 2011

Moodie Legal Services, San Clemente, CA

Work independently on contract basis for various law firms on as and when

needed basis. Specialize in Probate and Trust Administrations.

Senior Paralegal - Probate, Trusts and Tax December 2005 - April

2007

Stifter Law Group, San Clemente, CA

Prepare fiduciary accountings, estate tax returns (Forms 706) and U.S. Gift

Tax Returns, asset allocations, notices, transfer documents, deeds and

affidavits. Manage trust administrations. Prepare Probate Court pleadings,

including conservatorships and guardianships, petitions for instructions

and claims. Draft estate planning documents with particular expertise in

drafting petitions related to probate and trust administration matters.

Coordinate sales of real estate. Review real estate and loan documentation.

Locate assets, prepare inventories and work with probate referee,

accountants and appraisers. Draft wills, trusts and powers of attorney and

related documentation. Prepare petitions for trust modifications pursuant

to Probate Code Sections 15403, 15412, 17200(b) and 17200 (b)(13) and 17200

(b)(14)

Senior Paralegal - Probate, Trusts and Tax April 2003 - December

2005

Law Office of Paula Matos, Laguna Woods, CA

Managed the trust administrations and probates. Given extensive training in

preparation of Estate Tax Returns and preparation of fiduciary and court

accountings. Assisted clients with trust funding, sales, asset allocations,

asset transfers and distributions. Drafted pleadings and prepared

accountings customized per local court rules. Interviewed clients, prepared

inventories and deeds, worked with accountants, probate referees.

Senior Paralegal - Probate, Trusts and Tax January 2001 - December

2002

Law Offices of Bodman LLP, Detroit, MI

Assisted the Individual Clients Practice Group of large, well established

high profile Detroit Law Firm in providing comprehensive legal services to

affluent individuals and families, as well as their closely held companies.

This comprised assisting the attorney's in all aspects of estate planning,

trust administrations and probate matters and gaining unique experience in

assisting clients with highly personal matters including the purchase and

sale of art collections, personal aircraft, formation and administration of

family offices and significant personal and business transactions.

Attorney/Partner January 1996 - December 2000

Rigby Golding Partnership, London, UK

Managed the Individual Clients Group of this general law practice.

Responsible for developing the business and successfully expanded the

client basis. Specialized in real estate transactions, trusts, probate.

LYNN MOODIE

Education:

United Kingdom Qualified Attorney

United Kingdom Bar Final's

Master's Degree (LLM)

Bachelor of Law (LLB)

Member of the Law Society of England

Computer Background:

Excel, Word, WordPerfect, Hot Docs, Wealth Docs, Legal Solutions,

FastTax/Thompson, Gems, Pro System fx Tax, EVP, Windows

95/98/2000/XP/Vista,7

References Available Upon Request

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