Post Job Free

Resume

Sign in

Estate Planning Case Management

Location:
Gilbert, AZ
Posted:
November 22, 2023

Contact this candidate

Resume:

Christy Clarke

Gilbert, AZ *****

ad1dde@r.postjobfree.com

+1-480-***-****

Seeking a challenge in a position in which I will utilize my educational knowledgeand administrative skills and experience.

Authorized to work in the US for any employer.

Work Experience

Paralegal

Bernard Justice Johnsen Law, PLLC - Chandler, AZ

June 2022 to Present

Manage and coordinate attorneys’ calendars and schedule meetings, as requested. Serve clients by answering phones, drafting estate planning documents, notarizing documents with clients, and filing deeds with the county.

Prepare and maintain litigation client files.

Answer client’s questions regarding their estate planning documents. Draft documents according to Attorney instructions using Wealth Counsel and Clio for attorney review. Meet with clients to sign documents.

Finalize signed documents and organize estate plan or LLC documents to client. Filing deeds with appropriate county using the county e-file, Simplifile, or by mail. Contribute to team effort by accomplishing related results as needed. Maintain electronic and paper file system, as necessary for attorney with Clio case management.

Prepare and manage documents for formal and informal probate cases. Prepare and manage documents for trust administration and trust litigation cases. Paralegal

Cholewka Law - Gilbert, AZ

January 2022 to June 2022

Manage and coordinate attorneys’ calendars and schedule meetings, as requested. Serve clients by answering phones, drafting estate planning documents, notarizing documents with clients, and filing deeds with the county.

Answer client’s questions regarding their estate planning documents. Draft documents according to Attorney instructions using Wealth Counsel and Clio for attorney review. Meet with clients to sign documents.

Finalize signed documents and organize estate plan or LLC documents to client. Filing deeds with appropriate county using the county e-file, Simplifile, or by mail. Contribute to team effort by accomplishing related results as needed. Maintain electronic and paper file system, as necessary for attorney with Practice Panther case management.

Prepare and manage documents for probate cases using Avid law software. Prepare and manage documents for trust administration cases using WealthTrax software. Paralegal

Trajan Estate Law Firm - Gilbert, AZ

January 2020 to December 2021

Manage and coordinate attorneys’ calendars and schedule meetings, as requested. Serve clients by answering phones, drafting estate planning documents, notarizing documents with clients, and filing deeds with the county.

Answer client’s questions regarding their estate planning documents. Draft documents according to Attorney instructions using Wealth Counsel and Clio for attorney review. Meet with clients to sign documents.

Finalize signed documents and organize estate plan or LLC documents to client. Filing deeds with appropriate county using the county e-file, Simplifile, or by mail. Contribute to team effort by accomplishing related results as needed. Maintain electronic and paper file system, as necessary for attorney with Clio case management. Paralegal

Brown Naegle Crider & Jensen, LLC - Mesa, Arizona

December 2018 to December 2019

Manage and coordinate attorneys’ calendars and schedule meetings, as requested. Order general office supplies, adhering to company policy.

Track and maintain designated conference room schedules for availability and efficient use of resources in multiple site locations.

Serve clients by answering phones, drafting estate planning documents, booking documents, notarizing documents with clients, and filing deeds with the county. Answer phones, take messages for attorneys in estate planning, family law, and criminal law. Answer client’s questions regarding their estate planning documents. Draft documents according to Attorney instructions. Send drafts via email for clients to review and make changes as necessary prior to signing. Meet with clients to sign documents.

Book signed documents, and mail to client.

Filing deeds with appropriate county.

Contribute to team effort by accomplishing related results as needed. Maintain electronic andpaper file system, as necessary for attorney. Paralegal

DANA AND ASSOCIATES, LLC - Mesa, AZ

January 2016 to November 2018

Coordinate and process business travel arrangements monitor designated business traveler’s logistics. Collect and compile data to provide visibility of status for traveler’s review and/or signature. Manage and coordinate attorneys’ calendars and schedule meetings, as requested. Order general office supplies, adhering to company policy. Track and maintain designated conference room schedules for availability and efficient use of resources in multiple site locations.

Serve clients by answering phones, drafting estate planning documents, booking documents, notarizing documents with clients, and filing deeds with the county. Answer phones, take messages for attorneys.

Answer client’s questions regarding their estate planning documents Draft documents according to Attorney instructions.

Send drafts via email for clients to review and make changes as necessary prior to signing. Meet with clients to sign documents and acting as notary. Company will certify if necessary. Book signed documents, and mail to client. Filing deeds with appropriate county.

Contribute to team effort by accomplishing related results as needed. Maintain file system, as necessary for attorney.

Admissions & Records Administrative Assistant

Mesa Community College - Mesa, AZ

May 2014 to December 2014

Provided information and assistance to students and Admissions and Records area. Processed requests for transcripts, registration, grade changes, computation of GPA, foreign student admissions, probation/suspension assistance, graduation applications, roster collection and grade processing.

Established and maintained records; assisted in problem solving; assisted in the design and preparation of office forms; distributed college information and materials; assisted in the planning and organization of registration process; prepared registration and advisement packets; maintained computer records on status of students; utilized computer system and data to draft reports; performed related duties as assigned.

Prosecution Specialist

City of Scottsdale - Scottsdale, AZ

January 2013 to April 2013

Maintained the highest standards of confidentiality. Interacted with members of the Prosecution Division and complete a variety of documents for multiple projects simultaneously, including legal pleadings; merge documents; subpoenas; hearing notices for police officers using electronic police scheduler and email; certified documents; requests for information; complaints; dockets; and case status tracking using the court database. Prepared cases for arraignment, pretrial, trial, probation violation and telephonic hearings, including obtaining and processing confidential criminal history under the authorization of the Department of Public Safety in accordance with State statutes, DPS rules and qualification tests; researching related cases; coordinating file flow; obtaining police reports; and using court database to research case information Managed all assignments in a timely and professional manner through proficient word processing, logic, written and oral communication skills. Prioritize and process incoming case-related mail and calls from

Court, Police, defendants, counsel, citizens, and witnesses. Communications Dispatcher II

City of Tempe - Tempe, AZ

June 2000 to January 2013

Interfaced between the community and the police force in a timely manner as both a receiver of emergency 911 calls and a dispatcher of assistance to the community using the police radio, standard telephone and office equipment, and two-way radio system. Interfaced between the community and the City of Tempe as a receiver of information requests on the city phone system.

Processed calls to and from police officers using radio communication and CAD system in an efficient and timely manner and with minimal supervision.

Documented time and nature of all calls and actions taken and retrieved law enforcement information, data, and logs of daily activities.

Education

AAS in Paralegal Studies

RioSalado College - Tempe, AZ

2010 to 2013

AA in Business

Chandler-Gilbert Community College - Chandler, AZ

2010

Skills

• Receptionist

• Clerical experience

• Outlook

• Personal Assistant Experience

• Filing

• 10 Key Data Entry

• Clerical experience

• Proofreading

• Microsoft Office

• Calendar Management

• Microsoft Excel

• Clio & Practice Panther

• Microsoft Word

• Wealth Counsel, Wealth Trax

• Microsoft PowerPoint

• Legal Research

• Microsoft Outlook

• Legal Drafting

• English

• Adobe Acrobat

• Word Processing

• Case Management

• Personal assistant experience

• Office Management

• Intake Experience

• Typing

• Document Management

• Administrative Experience

• Paralegal

• Communication skills

• Computer skills

• Organizational skills

• Litigation

• Legal case management

Certifications and Licenses

Paralegal Certificate

Certified Notary Public



Contact this candidate