Legal Secretary Microsoft Office

R A C H E L P A S O L

**** ***** ******* ****, ***. 1041, Chandler, AZ 85225

P H O N E: (858) 3 0 9 - 2 0 0 1 • E- M A I L: **********@*****.*** PROFESSIONAL EXPERIENCE

June 2016 – Present Snell & Wilmer LLP Phoenix, AZ Legal Secretary (Transactional and Litigation)

Prepare, edit and finalize estate planning documents. Assist with client meetings. Assist with trust administration and probate procedures. Compile and review documentation produced by clients and other parties. Review chain of title of real property and prepare and record special warranty deeds. Manage attorneys’ calendars. Coordinate travel arrangements. January 2013 – May 2016 Higgs Fletcher & Mack LLP San Diego, CA Paralegal/Legal Secretary (Transactional and Litigation)

• Prepare, edit and finalize estate planning documents..

• Probate Proceedings. Obtain and review Probate Examiner Notes and prepare supplements. Prepare and edit accountings for Probate Court. Prepare Inventory and Appraisals. Probate and Estate Litigation. Prepare and respond to discovery requests.

• Trust administration. Obtain Tax ID numbers for trusts.

• Prepare and record deeds and affidavits of death. Prepare and file Parent Child Exclusion forms, PCORs and Death of Real Property Owner forms.

• Prepare Conservatorship documents.

• Business entity formation, Articles of Incorporation/Formation, Corporate resolutions and assignments, corporate minutes and stock certificates. Obtain Tax ID numbers for entities. April 2011 – January 2013 Sullivan Hill Lewin Rez Engel, APLC San Diego, CA Paralegal

• Prepare, edit and finalize estate planning documents. Prepare for and assist with client meetings.

• Probate Proceedings. Obtain and review Probate Examiner Notes and prepare supplements. Prepare and edit accountings for Probate Court. Prepare Inventory and Appraisals. Probate and Estate Litigation. Prepare and respond to discovery requests.

• Prepare and record deeds and affidavits of death. Prepare and file Parent Child Exclusion forms, PCORs and Death of Real Property Owner forms.

• Prepare Conservatorship documents.

• Business entity formation, Articles of Incorporation/Formation, Corporate resolutions and assignments, corporate minutes and stock certificates. Obtain Tax ID numbers for entities. July 2008 – April 2011 Marks, Finch, Thornton & Baird, LLP Legal Secretary San Diego, CA

• Prepare, edit and finalize estate planning documents. Prepare for and assist with client meetings.

• Probate Proceedings. Obtain and review Probate Examiner Notes and prepare supplements.

• Probate and Estate Litigation. Prepare and respond to discovery requests.

• Prepare and record deeds and affidavits of death. Prepare and file Parent Child Exclusion forms.

• Business entity formation, Articles of Incorporation/Formation, Corporate resolutions and assignments, corporate minutes, stock certificates and subsidiary formations. Obtain Tax ID numbers for entities. January 2008 – July 2008 Waage Law Firm San Diego, CA Paralegal

• Prepare, edit and finalize estate planning documents. Prepare for and assist with client meetings.

• Prepare and record deeds and affidavits of death. Prepare and file ownership transfer forms.

• Business entity formation, Articles of Incorporation/Formation, Corporate resolutions and assignments. May 2007 – January 2008 Weissler Law Group San Diego, CA Paralegal

• Prepare, edit and finalize estate planning documents. Prepare for and assist with client meetings.

• Trust administration. Obtain Tax ID numbers for trusts.

• Prepare and record deeds and affidavits of death. Prepare and file Parent Child Exclusion forms, PCORs and Death of Real Property Owner forms.

• Business entity formation, Articles of Incorporation/Formation, Corporate resolutions and assignments, corporate minutes, stock certificates and subsidiary formations. Obtain Tax ID numbers for entities. August 2005 – May 2007 Law Offices of Dale K. Bethel Temecula, CA Senior Paralegal/Office Manager

• Prepare, edit and finalize estate planning documents. Prepare for and assist with client meetings.

• Trust administration. Obtain Tax ID numbers for trusts.

• Prepare and record deeds and affidavits of death. Prepare and file Parent Child Exclusion forms, PCORs and Death of Real Property Owner forms.

• Business entity formation, Articles of Incorporation/Formation, Corporate resolutions and assignments, corporate minutes, stock certificates and subsidiary formations. Obtain Tax ID numbers for entities. November 2002 – May 2004 Law Offices of George L. Cohn Redondo Beach, CA Paralegal

• Draft complaints and propound and respond to discovery requests.

• Trial preparation.

• Negotiate collection settlements. Prepare Judgments. January 2000 – November 2002 Los Angeles Superior Court Torrance, CA Deputy Clerk II – Traffic, Criminal and Civil Department

• Initial filing of new cases.

• Alternative Dispute Resolution desk.

• Calendaring and Docketing.

EDUCATION

February 1998 -July 1999 Platt College Cerritos, CA Associate of Arts Degree in Paralegal Studies- Paralegal Certificate ABA Approved Paralegal Program - Graduated National Honor Society April 2014 Mary Alexander Legal Secretary Seminar San Diego, CA January 2015 C.A.R. Professional Development Course – Online Class Navigating the Real Estate Transaction

COMPUTER PROGRAMS

Advanced in Microsoft Office Programs, Hummingbird DM/RM, Legal Solutions, Filesite, iManage, Time Matters, Abacus, Adobe, Share Point, Practice Master, Legal Key, Summation, Perfect Law, Wealth Docs, Compulaw, Forms Workflow and Hot Docs.

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