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Law Firm Estate Planning

Location:
Birmingham, AL
Posted:
November 09, 2023

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Resume:

pg. *

A puissant and innovative, paralegal with a passion and dedication for favorable verdicts obtained through efficiency. Highly organized, and skilled in public speaking. Bringing forth a proven track record of achieving favorable outcomes and resolutions for clients. Adept in preparing for trials, reviewing documents, and effectively building the strongest case. An experienced leader, who works well under pressure, and understands the complexities of our legal system. William Coleman Woodard Massey, JD (“Cole”)

1300 Altamont Way South, Suite F

ad0z2p@r.postjobfree.com Birmingham, AL 35205 205-***-**** linkedin.com/in/w-coleman-massey-jd-6274b7184

EXPERIENCE

May 2022 – Current “Law Firm” Vestavia Hills, Alabama Attorney-Candidate and Chief Paralegal Attorney

October 2021 – April 2022 Stovall Law Firm Jackson, Mississippi Paralegal § Lead (full paralegal time) to attorney David E Stovall, practice is comprised of, but not limited to:

§ Defense litigation: Allstate property and casualty insurance company.

§ Plaintiff law specializing in the areas of: MVA, wrongful death, wills, trust and estate planning.

§ Daily tasks entailed constant calendaring, drafting and responding to complaints, conversely answers and defenses, preparing legal briefs, deposition summaries, motions and pleadings. (Sidenote: One cannot begin to express the importance of calendaring, whether it be for scheduling orders, especially amended scheduling orders, or Π/Δ responsive pleading and discovery). I have yet to receive a MTC with respect to.

§ Directed, coordinated, and drafting service of subpoenas and scheduling of depositions for the entire firm.

§ Mitigated legal teams’ workload by reviewing and evaluating legal documents, discovery materials and contracts.

§ Managed billable hour tracking, payroll, client invoicing and schedules for David Stovall. July 2021 – October 2021 Schwartz & Associates Jackson, Mississippi Paralegal (full time)

§ Sole legal assistant and paralegal to Partner and Head of Litigation, Alvin Armistad, for the states of Mississippi, Louisiana, and Alabama.

§ Responsible for every procedural aspect of litigation (“from cradle-to-grave”) for four hundred (400) cases: o Wrongful

Death

o MVA

o Premises/Pro

ducts Liability

o Mass Tort

o Slip -and-fall

o Workers

Comp.

o Med. Mal.

o Dog Bites

§ Redesigned and improved paperless office file database improving efficiency and timeliness of filings, correspondence, discovery, deposition, settlements, and treat and release; specializing is discovery.

§ All pleadings and motions such as:

o Interrogatories/ RFD/ RFA propounded to Π or Δ

o Durable and Regular POA

o Supplementing when clients are hard to locate

o Complaints/ Petitions for damages (state specific and Federal District Court) o Requests for extension- service, subpoenas duces tecum o Determining Heirs

§ Mastered inner-office computer programs such as: Dashboard, Needles, iSynergy, and finally GrowPath.

§ Solely responsible for client contact(s) increasing a controlled open line of communication twice/month.

§ Analyzed evidence gathering and presentation, client counseling, and jury selection methods processes for civil litigation.

pg. 2

January 2021 – May 2021 I. Varner, Parker & Sessums Vicksburg, MS Paralegal § Working (part time) with attorneys J. Mack Varner, David Sessums, Gene Parker and Penny Lawson.

§ Practice areas: family law, estate planning, med-mal, premises and product liability litigation, general litigation, consumer finance and appellate practice. II. Crews Grady, PLLC Vicksburg, MS

§ Working under attorney Jami Crews in the practice of Family and Estate Planning/ Wills and Trusts

§ Responsible and well-versed with cases going back as far as seven years.

§ Daily duties include but not limited to:

Drafting of pleadings, motions, petitions, and complaints, etc. consisting of: o Child-Support And Custody Modifications

o Visitation Modifications

o Assignment Conservatorship/ Guardian Ad Litem

o Estate Planning And Accounting Of Conservatorship o All documents pertaining to Probate

o Working closely in conjunction with Youth Court & Chancery Court o Trial preparation virtual (zoom), as well as in person o Maintained ongoing communications with opposing parties from discovery to trial phase to facilitate expeditious litigation

March 2018 - December 2018 Hire Counsel Birmingham, AL

(Specifics pertaining to legal duties protected by and through non-disclosure signed by me) Purdue § - Document settlement Review approx. for six Plaintiff's (6) billion Firm((2022) s) all over the United States pertaining the class action Purdue opioid litigation. Reviewing and weighing relevant case data for the Alabama division.

§ Overseeing a team of 8 lawyers in order to accomplish our daily objective(s) of clean, concise and applicable evidentiary work.

§ Overseeing a team of 8 lawyers and twenty-two (22) paralegals in order to accomplish our daily objective(s) of clean, concise, and applicable evidentiary work.: Torts, Civil Procedure, Advanced Legal Writing & Contracts

§ Reviewed and analyzed suspicious and potentially fraudulent insurance claims.

§ Analyzed information gathered by investigation and reported findings and recommendations.

§ Collected and tracked evidence in support of legal processes.

§ Prepared hundreds of documents for lead counsel’s review.

§ Collected and cross-referencing allegations for purposes of impeachment.

§ Maintained suspicious claims database and prepared reports on a basis for supervisors. October 2014 – August 3017 Birmingham School of Law Birmingham, AL Assistant § Liaison & Liaison for the to Dean law school Jim Bushnell, with regards II to Alumni, Bar Representatives, Politicians, and possible future students.

§ Schedule and coordinate meetings, curriculum and travel plan for faculty and staff.

§ Teaching Assistant and tutor for: Torts, Civil Procedure, Advanced Legal Writing & Contracts.

§ Implemented an entire new filing system saving as to maximize office use.

§ Running the bookstore while answering the phones taking tuition payments, scheduling finals.

§ Proctoring final examinations in every legal subject.

§ Head of orientation for introductory first year, as well as transfer students

§ Setting up computer programs to access overhead projectors for nightly classes.

§ Social event coordinator for events attended by The Alabama State Bar and Judges

§ Head of BSOL Alumni Association

§ Started and still run a nonprofit, Future Lawyers of the South pg. 3

2014 (summers) Najjar Denaburg, P.C. Birmingham, AL Law Clerk/ Runner

• Accountable for timely filings in Probate, Circuit, Domestic Relations Courts.

• Utilizing legal skills pertaining to matters related to mortgage documents to disputes over property transfer documentation.

• Working directly with head Partner, Richard Thiebert, in Real Estate and Property law hearings; most notably the Rule Adverse Possession, jurisdictional relevance, and its slow diminishment.

• Handled boundary disputes and lease agreement issues involving going to court over option agreements and commercial space disputes.

• Understanding and implementing the duties owed by real estate agents and brokers, as well as sellers and buyers, and regularly enforce them, whether on the side of the plaintiff or defense. November 2014 - January 2015 Cloud & Willis, LLC Homewood, AL Paralegal/Law Clerk

• Familiarizing myself with the “skip tracing system” (skip tracing is a collections firm’s way of using a debtor’s SSN/DL#'s in order to find their current local as to serve service of process.

• Responsible for drafting a multitude of writs and documents including summons, alias complaints, request for production coupled with the responses to client’s responses.

• Closed/ settled approximately 265 cases within my first couple of weeks with the firm. 2001-2011 Legal Logistics, Inc. Jackson, MS

Owner/Shareholder

• Incorporating/initiating a legal “C” corp. foreclosure company in my senior year of college in my apartment in Oxford, Mississippi

• Upon starting the company, of which I was the only employee driving 600 mi./day servicing all eighty-two

(82) counties in Mississippi.

• In the first ten (10) years my company represented law firms in Tennessee, Louisiana, Arkansas, Georgia, Florida, Texas, New York, California and Alabama.

• Extended my company by personally visiting Real Estate law firms in the entire SE U.S. to earn business, resulting in expansion.

• Daily tasks composed of but not limited to:

- Executing foreclosure sales.

- Researching/updating federal tax liens;

- Searching title opinions (standard forty – sixty-year search)

- Arguing over 3,600 eviction hearings in Justice Court (comparable to Probate Court in AL)

• Single handedly maintaining receivables and payroll for employees.

• Responsible and accountable for all monetary transactions exceeding several millions of dollars in the event of a 3rd party bidder (purchaser)

• Guaranteeing service of process in an effective and timely manner in all nine states where I set up office. II. SOFTWARE AND SKILLS

- Well versed in communications technology such as email, voice messaging systems, video conferencing, and related technology, involving familiarity with electronic discovery computerized litigation support and document management software.

- Proficient in a variety of word processing, presentation, time management, billing, and practice-related software applications including but not limited to:

• LexisNexis

• West Law

• Adobe

• Panther

• Microsoft 365

• Alafile

• ZDiscovery

• Ediscovery

• Pacer

• Relativity

• AlaCourt

• MyCase

pg. 4

III. LEGAL WRITING

§ I have engrained organizational skills to manage large volumes of data and documents, in paper-based filing firms, and firms of which have modernized onto “paperless”. This includes the ability to sort, order, and manage large volumes of exhibits, documents, files, evidence, data, and other information in paper form, and the ability to identify objectives, catalog data, and create an effective organization structure from massive amounts of unrelated metadata/ information.

§ Researching legal concepts, case law, judicial opinions, statutes, regulations, and other information as well as mastering research techniques and implementing into locating and synthesizing legal authority.

§ Mastering statutory interpretation and learning proper legal citation which goes hand-in-hand these modern days with legal research software applications and internet research. IV. EDUCATION

2012- 2016 Birmingham School of Law, Birmingham, AL - Juris Doctorate

• 2L & 3L classes

• Trial Team Captain

• Dean’s List Fall 2012

• School Liaison

• Philanthropies

• Member Phi Alpha Delta

2011-2012 Charlotte School of Law (ABA), Charlotte, NC

• 1L classes

1999-2004 University of Mississippi, Oxford, MS (Ole Miss)

• B.A. English and Sociology

• Minor in Spanish

• Pi Kappa Alpha Fraternity (“Pike”) ΠKA, Gamma Iota

• Pledge Class President

• Treasurer

• Pike Foundation

• Social Coordinator

V. LANGUAGES

Spanish ºººº Portugueseºº Latinºº



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