Software Estate Planning

Gayle J. Carson

*** ***** ******, #***, *** Pedro, CA 90731

********@*******.*** 239-***-****

PROFESSIONAL EXPERIENCE

Current (continuous) - Attorney - Solo Practice, licensed in Ohio (1976)

and Florida (2005), estate planning and probate administration, ancillary

probate administrations, guardianships and property transfers.

Most recent employment (February 2006 - February, 2010) - Paralegal -

Henderson, Franklin, Starnes & Holt P.A. (size of firm, 100+), Fort Myers,

Sanibel and Bonita Springs, FL, paralegal in estate planning, trust

administration and probate administration, drafting of estate planning

documents including complex trusts, preparation of federal estate tax

returns, and probate accountings (including EstateVal securities

evaluations). Prepared Worker's Compensation pleadings and deposition

summaries.

Associate - (and as Paralegal pending admittance to Florida Bar) - (August

2005 to December, 2005) - Cox & Nici (size of firm, 10+), estate

administration and estate planning.

Paralegal - (2004-2005) - Hahn Loser + Parks LLP/Naples office (size of

firm, headquarters plus satellites, 200+) - legal assistant to five (5)

probate, estate planning and litigation partners.

Tremendous work ethic. Continuous testing and setting up new systems, or re-

vamping existing systems, to make the work product more coherent and less

costly to produce. In specific, used GEMS software to craft an accounting

for a 29 million dollar estate and created litigation support documents

based on that accounting. Consistently highest billable hours in

department, created Visio based flowcharts for estate planning clients.

EDUCATION

JD, Cleveland Marshall College of Law; BA, Ohio State University

PRACTICE AREAS

. Probate Administration, probate litigation

. Drafting of trusts and estate planning documents; including

implementation

. Securities: arbitration, transfers and research (including estate

valuation software)

. Worker's Compensation (including medical terminology)

AREAS OF EXPERTISE

> Probate Administration

> Trust Preparation - Revocable, Credit Shelter, Community Property

> Litigation Support

> Worker's Compensation

> Securities transfers and research, securities arbitration

> Medical terminology

SOFTWARE EXPERIENCE

V Amicus, HotDocs, ProDocs and Lexis

V Lawgic (trust preparation software)

V Microsoft Word, Excel, Outlook, PowerPoint and Visio

V FastTax and GEMS (estate tax & probate account preparation

software)

V Timeslips, Carpe Diem, TimeMatters, Citrix, Blackberry

V Internet research (including Civil Dockets, LexisNexis, Westlaw)

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