Real Estate

CATHY LAWRENCE

ac4zvx@r.postjobfree.com • 973-***-****

EXPERIENCE

Paralegal July, 2014 to August, 2017

Weiner Law Group, LLP Parsippany, New Jersey 07054

Assist attorneys in all aspects estate planning; preparation of estate tax returns, estate accountings; residential real estate closings and commercial real estate including:

Draft individualized wills, powers of attorney, healthcare directives and trust documents; Prepare estate tax forms 706, New Jersey Inheritance Tax Returns and New Jersey Estate Tax Returns;

Procure, complete, and record ownership and beneficiary change forms for clients’ retirement assets and life insurance policies;

File decedent’s Last Will and Testament and Codicils with the Surrogate Court for the issuance of Letters of Testamentary and Letters of Trusteeship;

Prepare Authorizations to Release Information for the Client’s endorsement along with IRS Forms 56, Notice Concerning Fiduciary Relationship, Form 2848, Power of Attorney and Declaration of Representative and Form W-9, Request for Tax Identification Number confirming the Estate’s EIN as well as obtain EIN number for the estates and trusts on behalf of the clients;

File Affidavits of Mailing of Notice of Probate with the Surrogate’s Court;

Collect estate assets by drafting letters to various banks, brokers, insurance companies, creditors, devisees, etc. to obtain date of death valuations;

Establish and maintain an estate checking account for payment of debts and administrative expenses;

Prepare and file Federal and State estate tax returns (Form 706 and NJ IT-Estate) and the New Jersey inheritance tax returns (Form NJ IT-R); Prepare Refunding Bonds prior to final distribution of estate assets;

Prepare estate administration binders for clients upon closing of estate;

Draft closing documents for real estate and commercial transactions;

Prepare real estate closing document binders for clients upon conclusion of closings;

Take dictation and draft correspondence relating to estate planning;

Edit documents for accuracy, spelling and organization.

Paralegal February, 2006 to June, 2014

Goldman & Kramer, P.C. Roseland, NJ 07068

(merged with Fox Rothschild, LLP in 2007; Reestablished Goldman & Kramer February 2009)

Assist attorneys in all aspects estate planning; preparation of estate tax returns, estate accountings; commercial real estate closings and business transactions.

Secretary/Paralegal September, 1998 to February, 2006

Oller & Breslin, L.L.C. (successor to Oller & Luzzi, L.L.C.) Rockaway, NJ 07866

Assisted attorney with commercial and residential real estate and land use matters and commercial litigation, association representations as well as residential real estate transactions.

EDUCATION

Master Paralegal Certificate

Business and Transactional Law Specialized Paralegal Certificate

Business and Real Estate Law Specialized Paralegal Certificate

Probate and Elder Law Specialized Paralegal Certificate

Washington Online Learning Institute

NALA Certified Paralegal,

Paralegal Certificate (ABA Approved)

Fairleigh Dickinson University Madison, NJ 07940

LEGAL AND ADMINISTRATIVE SKILLS

• Typing – 80 WPM, Winscribe digital dictation

• MS Word, Excel, Outlook, PowerPoint, Access, FPS FastTax

• Notary Public

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