Real Estate Case Management

KIMBERLY FELL

**** **** ***** ****, ***. ***

Levittown, PA 19054

Phone: 267-***-****

******@*****.***

• Estates & Trusts Paralegal with expertise in managing caseload independently.

• Experience in probate/estate administration, deeds and e-filing - multi-state (DE, PA, NJ, FL, NC, VA, MD).

• Created forms to enhance the estate administration intake process and improve case management timelines.

• I also have experience in guardianship, healthcare, pharmaceutical, insurance/claims, litigation, data analysis, real estate (commercial/residential) and land use/zoning. EXPERIENCE

OFFIT KURMAN, P.A. PHILADELPHIA, PA

PARALEGAL 09/2023 - 04/2024

• Supported four (4) Partners and one (1) Associate with estate planning, estate and probate administration and commercial/residential real estate.

• Prepared and filed wills, power of attorneys and healthcare directives and revocable and irrevocable trusts.

• Managed estate administration from the filing of probate to the distribution of assets.

• Collected and analyzed the decedent’s financial records and date of death assets in preparation for filing tax returns and trust accountings.

• Ensured charitable gifts are properly documented for estate tax deductions.

• Prepared and recorded deeds, purchase and sale agreements & contract agreements.

• Assisted with property closings.

• Created forms and other Standard Operating Procedures (SOPs) to help streamline procedures and forms for standardization to reduce errors.

PARALEGAL (Temp-Perm/Contract) 07/2022-09/2023

ROTHKOFF LAW GROUP TREVOSE, PA

PARALEGAL 10/2020 - 06/2022

• Supported one (1) Partner and one (1) Associate with estate and probate administration.

• Prepared and filed tax returns, accountings and deeds.

• Created forms and Standard Operating Procedures (SOPs) to help streamline processes and standardize to reduce errors.

LEGAL TRANSCRIPTIONIST (Contract) 04/2018 – 09/2020

• Transferred audio recordings into written legal documents for filing. Prepared, revised, and proofread legal documents such as transcripts, pleadings, and discovery (immigration, criminal and police raids/traffic stops). Reviewed dash cam and body cameras of police officers. BEGLEY CARLIN & MANDIO LANGHORNE, PA

PARALEGAL 12/2015 – 3/2018

• Supported three (3) Partners in areas of commercial/residential real estate & tax claim sales and litigation.

• Conducted research to identify property ownership, tax delinquencies and the status of tax liens.

• Compiled and prepared legal documents such as petitions, motions, notices, and correspondence related to tax claims.

• Reviewed and analyzed property records, tax assessment records and court files to support legal cases.

• Communicated with clients, government agencies, property owners and other parties involved in tax-related matters.

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SIMEONE & RAYNOR CHERRY HILL, NJ

PARALEGAL 04/2013 – 12/2015

• Supported two (2) Partners specializing in landlord-tenant cases and estate planning and administration.

• Provided dispute resolution for residential, commercial properties and condominium and homeowner associations.

• Prepared legal documents, managed case files, conducted legal research and provided administrative support in eviction proceedings.

• Communicated with the tenant and the landlord, helping ensure the eviction process complied with local and state laws.

• Acted as a point of contact for clients, courts and tenants, ensuring proper communication regarding deadlines, court dates and resolutions. Explained eviction procedures and the status of the case and prepared clients/tenants for hearings and trials.

• Prepared probate and estate planning documents and assisted with estate litigation. EDUCATION

October 2008 - November 2010

Kaplan University

Associate in paralegal studies

Dean’s List; GPA 3.9

Commonwealth of Pennsylvania Notary

Commission #1404034

SOFTWARE SKILLS

• Adobe PDF Pro

• DocuSign

• HotDocs

• iManage

• Intapp

• Lackner

• LexisNexis

• Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)

• PCLaw/Time Matters

• SharePoint

• Thomson Reuters ONESOURCE

• Wealthcounsel

• Webex

• Westlaw

• Wolters Kluwer ProSystem Suite

• WordPerfect Office

• Zoom

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