Real Estate Life Insurance
Resume:
Barbara Sorbel
Email: abp4re@r.postjobfree.com
Address: *** - *** ****** ** #***
City: Minneapolis
State: MN
Zip: 55413
Country: USA
Phone: 612-***-****
Skill Level: Experienced
Salary Range: $0
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Barbara Sorbel
Minneapolis, MN
abp4re@r.postjobfree.com
Experienced Probate/Trust Paralegal with success supporting multiple attorneys, prioritizing workloads to ensure projects are completed in a timely manner. Competencies include: adapting to changing assignments and priorities, remaining calm under pressure and working effectively in fast-paced environments, coordinating work and effectively utilizing time to obtain desired results. Known for accuracy, attention to detail, organizational skills, meeting deadlines, communication skills, teamwork, outstanding work ethic and personal integrity.
PROBATE/TRUST PARALEGAL EXPERIENCE
LEONARD STREET AND DEINARD PA, Minneapolis, MN 2009 - 2011
Probate/Trust Paralegal
PARSINEN KAPLAN ROSBERG & GOTLIEB PA, Minneapolis, MN 1995 - 2009
Probate/Trust Paralegal
RELEVANT JOB DUTIES AND SKILLS PERFORMED IN BOTH POSITIONS:
* Funded revocable trusts with real property, personal property, business interests, securities, bonds, life insurance and intangible personal property.
* Commenced and administered probate estates, trust administrations, conservatorships and guardianships.
* Administrated probates and trusts including collection and valuation of assets, prepared inventories, accountings and plans of distribution.
* Administrated conservatorships and guardianships including maintenance of conservatorship accounts on Quicken and preparation of annual accounts on CAMPER.
* Prepared real estate conveyance documents regarding probate, trust and conservatorship transfers of title in compliance with Minnesota Title Standards.
* Prepared federal and state estate tax returns on ProSystems and FastTax software; worked with accountants and financial planners in assembling documentation regarding preparation of fiduciary income tax returns and the establishment of new basis on inherited assets.
* Maintained substantial client contact serving as a liaison between clients and attorneys to ensure clients` needs are met and networked with legal professionals to continually strive to increase knowledge of the law and changes in the law.
* Participated in staff meetings, attended training and continuing legal education seminars to improve base of knowledge and professional growth.
GENERAL PRACTICE PARALEGAL
FOSTER WALDECK LIND & GRIES, Minneapolis, MN 1990 - 1995
General Practice Paralegal
RAMIER GRIES MURRAY & LENHARDT, St. Louis Park, MN 1983 - 1990
General Practice Paralegal
RELEVANT JOB DUTIES AND SKILLS PERFORMED IN BOTH POSITIONS IN THE AREAS OF ESTATE PLANNING, PROBATE ADMINISTRATION, REAL ESTATE, FAMILY LAW, CORPORATE LAW AND PERSONAL INJURY:
* Assist with drafting estate planning documents, including Wills, Powers of Attorney, health care directives and various revocable and irrevocable trusts.
* Coordinate transfer of assets into trusts, including real property, personal property, intangible personal property, securities, life insurance policies, brokerage accounts, cash accounts and business interests.
* Administer probate proceedings from commencement through closing including marshaling of assets and passing of legal title of decedent`s estate in accordance with Will and statutory requirements.
* Prepare court pleadings for commencement and administration of guardianships and conservatorships.
* Communicate with clients, attorneys and external sources such as accountants, financial advisors, brokers and court personnel.
* Prepare and review real property documentation regarding real estate purchases and/or sales including purchase agreements, title commitments, promissory notes, legal descriptions of property, title affidavits and closing checklists; and upon closing of the sale, record all real estate documentations with the appropriate county recorder or registrar of tiles.
* Provide assistance in matters involving divorce, child custody, adoption and other issues concerning families and the law, including, but not limited to client intake, file management, drafting pleadings including petitions for divorce, motions and temporary orders regarding spousal maintenance and child support and marital termination agreements; correspondence with the court and client and tracking filing deadlines.
* Prepare documents required to form and dissolve corporations, partnerships and limited liability companies; create and maintain corporate record book and stock ledger, assist with the completion and filing of documents with the Internal Revenue Service.
* Assist in interviewing personal injury clients, witnesses, doctors and police officers; gather and organize medical records, police reports, prior court filings; organize interview memos, digests and other relevant documents for attorney review and case preparation; set up, organize and maintain files, exhibits and supporting documents in preparation of motion filing.
* Assist in the preparation and filing of all court documents; organize briefs, exhibits and appendices; act as liaison among various internal departments as well as with outside agencies; prepare for and attend trials including organizing exhibits, files and all supporting documents; assist attorneys in courtroom by taking notes, handling exhibits and marking documents referred to by counsel; assist in the preparation of witness testimony and serve as liaison between trial attorneys and in-house staff.
EDUCATION
Associate Degree of Applied Science Paralegal Studies (Graduated with Honors)
NORTH HENNEPIN COMMUNITY COLLEGE, Brooklyn Park, MN
AFFILIATIONS
Minnesota State Bar Association, Probate and Trust Section
Minnesota Paralegal Association and National Federation of Paralegal Associations
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