Administrative Assistant

LEGAL ASSISTANT

LINDA HOLLAND

**** ****** ***.

Port Charlotte, FL 33981

Telephone: 941-***-****

Email: ***********@*****.***

Legal Assistant with 20+ years of experience assisting attorneys in their practice professionally and efficiently while maintaining the utmost confidentiality. A team player who consistently puts forth the effort to go above and beyond to obtain the client’s confidence and meet the client’s needs.

PROFESSIONAL EXPERIENCE

SHUMAKER, LOOP & KENDRICK, P.A. Sarasota, FL

Probate and Trust Administration July 2018 thru April 2020

Reviewed client’s documents and prepared initial pleadings

E-Filed documents

Calendared administrative deadlines

Prepared asset inquiry letters and collected assets

Locate beneficiaries

Obtain Tax Identification Number for Estate

Publish Notice to Creditors and serve all known creditors

Prepared estate inventory

Prepared estate accounting

Open and maintain estate checking account

Prepared closing documents

Distribute estate assets and close file

Review Trust and prepare initial trust documents

Prepare Trustee’s Deed and record in public records

Open and maintain trust checking account

Prepare trust inventory

Prepare annual accountings

Distribute trust assets and close file

SCHWARZ & HARRIS, P.A. Port Charlotte, FL

Probate and Trust Administration June 2014 thru May 2018

Reviewed client’s documents and prepared initial pleadings

E-Filed documents

Calendared administrative deadlines

Prepared asset inquiry letters and collected assets

Locate beneficiaries

Obtain Tax Identification Number for Estate

Publish Notice to Creditors and serve all known creditors

Prepared estate inventory

Prepared estate accounting

Open and maintain estate checking account

Prepared closing documents

MARY LYNN DESJARLIAS, P.A. Sarasota, FL

Estate Planning/Probate July 2009 thru May 2014

Answered Telephone can scheduled appointments

Maintained and organized files

Prepared correspondence

Prepared estate planning documents

Prepared probate pleadings

E-Filed documents

Prepared and recorded Deeds

Located beneficiaries and creditors

Located estate assets and liquidated

Calendared administrative deadlines

Prepare closing pleadings and distributed estate assets

Dictation

Time entry

HENDERSON & FRANKLIN Port Charlotte, FL

Torts and Insurance Defense July 2007 thru June 2008

Answered telephone and scheduled appointments

Identified and calendared due dates

Scheduled hearings, mediations and depositions

Prepare correspondence and pleadings

Filed pleadings and Federal and State Court

Dictation

Time entry

HAILE, SHAW & PFAFFENBERGER, P.A. North Palm Beach, FL

Commercial Litigation, Real Estate, Estate Planning and Probate October 1995 thru September 2006

Answered telephone and scheduled appointments

Identified and calendared due dates for litigation and probate matters

Scheduled hearings, mediations and depositions

Prepared correspondence and pleadings

Filed documents

Located beneficiaries and creditors and estate assets

Attended document signings

Maintained and organized files

Dictation

Finalized loan packages and prepared closing binders

EDUCATION

SOUTH FORK HIGH SCHOOL

General Studies Graduated 1986

LICENSES AND CERTIFICATES

Florida Notary and Remote Online Notary – Certification National Notary Association

Notary Signing Agent – Certification National Notary Association

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