TERRI ARTIS

QUALIFICATIONS

Established years of professional paralegal experience in trusts and estates, bankruptcy, and real-estate. Seeking a paralegal position where I can utilize my knowledge to further enhance my educational and professional experience.

PROFESSIONAL EXPERIENCE

5/2020 to present Weichert Realtors- Sales Associate/Realtor

•Fantastical prospecting for potential buyers and sellers

•Prepare and correlate documents such as Contract of Sale to closing

•Close rental and sales transactions in a timely manner

5/2020 to present Notary Signing Agent- Independent Contractor

•Work with various Title Companies across the country for purchases and refinances Set and schedule appointment with borrowers for execution of lending documents Familiar with all legal terms of real estate. Comfortable with closings.

•Travel to borrowers homes or businesses for execution of documents

•Execute necessary documents. Package and ship back to title for final review.

State of New Jersey – County of Morris 6/2006-5/12/2020

Senior Probate Clerk - Surrogate’s Court

Established a compassionate professional relationship with clients during their time of grief

Guided clients(attorneys and pro se) with Wills, Trusts and estate planning with guardianship with court order

Prepared inventory assets, petitions of removal, and conducted background checks on conservatorship

Managed all aspects of estate planning

Prepared federal and state tax returns on individual, fiduciary, and other related probate execution. Prepared Probate accounting and documentation

Arturi, D'Argenio, Guaglardi & Meliti, LLP 8/2017-12/2017

Temporary Paralegal

Assist 7 to 10 Attorneys with multiple complexities on a daily basis

Prepare all documents with regards to Criminal, Matrimonial, Litigation & Trusts and Estates

Prepare closing documents for Real Estate matters

Experience with edocs

Experience with One Source and NJ-IT tax program

Set appointments and meet with clients for signing of documents as per Counsel request

Annual Reports/ CSC filing for LLC and Corporations

Temporary Services 11/2016-1/2017

Robert Half Legal

Zimmet Law Group, P.C.- Trusts and Estates Paralegal

Prepared Estate documents

Met with clients and interviewed on estate planning procedures

Worked with accountant on final accounting of assets for the decedent

Prepared all and any documents related to taxes and distribution of assets

Experience with 706/One Source, NJ-IT tax program for New York and New Jersey

Experience with preparation of Receipt of Refunding Bond/tax forms and programs

Temporary Services

Robert Half Legal 7/2016- 9/2016

Buckley Madole, P.C.

Foreclosure Paralegal

Retrieve data for final Judgment packages

Upload CPADS (Certificate of Amount Due)

Prepare CPADS (Certificate of Amount Due)

Temporary Services

Stark and Stark Attorneys at Law 3/2016-4/2016 Senior Paralegal

Prepared Liens, Judgments, Certifications, Discharges, etc. pertaining to Condo Law collections

Communicated with the Courts on a daily basis regarding legal matters

Prepared Foreclosures on Condo Units

Performed legal research and prepared document reviews for various Condo Associations

Fein Such Kahn & Shepard, PC 6/2015-3/2016 Bankruptcy Paralegal

Liaised with various attorneys as it pertains to bankruptcy filing

Performed ECF/CM for Federal Courts on Bankruptcy Chapter 7 and 13

Maintained communication with the court pertaining to changes or withdrawal of documents

Prepared all ECF filings of adjournments and Notice of Appearance

Interacted with the staff at the judge’s chambers on a daily basis as it pertained to filed cases.

Assisted when needed with 706, L-8, L-9 tax forms in the Trusts and Estates planning

State of New Jersey – County of Morris 6/2006-5/15/2015

Senior Probate Clerk - Surrogate’s Court

Established a compassionate professional relationship with clients during their time of grief

Guided clients(attorneys and pro se) with Wills, Trusts and estate planning with guardianships with court order

Prepared inventory assets, petitions of removal, and conducted background checks on conservatorships

Managed all aspects of estate planning

Prepared federal and state tax returns on individual, fiduciary, and other related probate execution. Prepared Probate accounting and documentation

Kalish Law Group, Lake Hiawatha, NJ 11/2002-12/2005

Corporate/Real Estate Paralegal

Reviewed real estate closings, notarized completed last wills and testaments, prepared adjournments for court hearings.

Prepped corporate SEC documents, litigation and matrimonial cases

Drafted various legal documents that pertained to counsel workload.

Scheduled consultations for clients, processed invoices, and held meetings with clients.

Upheld a sophisticated experience with Administration and Probate preparation of all court documents.

Drafted all estate planning documents and met with all clients on intake for estate planning and

Administration matters

EDUCATION

ABS Real Estate School- Wood bridge, NJ Completion 11/2020

Berkeley College, Woodland Park, NJ

B.A., Business Administration 06/2015

A.A.S., Paralegal Studies 03/2004

CERTIFICATIONS/AWARDS/LICENSE

Pride Award- Outstanding Achievement & Dedication in Real Estate

NNA/Signing Agent/Notary for the State of New Jersey

Realtor (Jan. 2022)

Notary Public- 21 years

Un-Sung Hero Award-2009 (County of Morris)

TECHNOLOGY SKILLS

Windows, Microsoft Office Applications: Word, PowerPoint, Excel, Outlook, Lexis/Westlaw, Legal Key

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