Real Estate Assistant

SANDI E. ZIMMERMAN

** ***** ****

Matawan, New Jersey 07747

Home: 732-***-****

Cell: 201-***-****

E-mail: ****************@*****.***

EMPLOYMENT HISTORY:

April 2001 Saiber LLC, Florham Park, New Jersey

to Present Legal Assistant - Corporate, Tax and Estate Planning

Department

. Draft, edit and proofread Last Will and Testaments, Living

Wills, Power of Attorneys, Insurance Trusts and Second to

Die Living Trusts

. Preparation of all probate, administrative and ancillary

documents for filing in New Jersey

. Prepare drafts of Federal/State Estate and State

Inheritance Tax Returns using Fast-Tax Software

. Prepare forms for filing in New Jersey/IRS regarding

federal tax identification numbers for

companies/estates/trusts (Form SS4); profit or non-profit

status (Form 1023/1024/CRI-200/150)

. Draft, edit and filing of Deeds in New York, New Jersey,

Florida, Delaware and Rhode Island with respect to transfer

of ownership and gift giving between spouses and/or

children

. Edit Residential Real Estate Contracts and prepare closing

documents for Sellers

. Draft and filing of Certificate of Incorporation/Formation,

Dissolutions, Alternate Names and Change of Registered

Agent and/or address for the States of New York and New

Jersey

. Open, maintain and organization of files and form documents

regarding Real Estate and Estates

. Time entry for attorney's billable hours into accounting

software and forwarding of monthly invoices to clients

December 1997 Greenberg Dauber Epstein & Tucker, P.A., Newark, New

Jersey

to April 2001 Legal Assistant/Legal Secretary - Corporate and

Estate Planning Department

. Drafted and edited correspondence/memorandums;

proofread /redlined various documents

. Filed Annual reports

. Drafted Incorporation/Formation documents to be filed

in State of New Jersey and Delaware

. Prepared Audit letters for various companies on a

annual basis

. Edited Leases, Contracts, Employment Agreements, Last

Will and Testaments, Trusts, Power of

Attorneys and Living Wills

. Prepared and filed various IRS forms

. Coordinated meetings for attorney and clients

. Responsible for all updating of corporate/estate

planning forms

. Heavy phone contact with outside counsel and clients

April 1995 to Cole, Schotz, Meisel, Forman, & Leonard, P.A., Hackensack,

New Jersey

December 1997 Legal Assistant/Legal Secretary - Commercial and Real

Estate Department

. Drafted correspondence and memorandums

. Edited and proofread Leases, Contracts, and Agreements

. Coordinated meeting and attorney calendars

. Created and maintained all current and closed files

. Prepared closing binders for real estate closings

. Heavy phone contact with outside counsel

SKILLS: Microsoft Word and Excel

Thompson Reuters OneSource Tax Software for preparation of Estate,

Federal and State Tax Returns

Typing skills: 75 wpm and dictaphone

Notary Public License, State of NJ, Expiration 2/11/2018

EDUCATION:

January 1985 to Bergen Community College, Paramus, NJ - Associates in

Applied Science - Criminal Justice

December 1986

September 1986 National Academy for Paralegal Studies, Mahwah, NJ -

Paralegal Certification

to May 1987

REFERENCES: Available upon request.

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