Estate Planning Legal Support

Victor Pantaleoni Email: ***********@***.***

Phone: 775-***-**** https://www.linkedin.com/in/victor-pantaleoni

Paralegal Education & Certification: I have completed ABA Paralegal Certification at Truckee Meadows College at Reno Nevada May 2022. I am wanting to apply my education and experience in Trusts and Estates. As a Paralegal with over 10 years of expertise supporting attorneys in estate planning, probate administration, and trust funding. Proven ability to manage complex estate files, prepare legal documents, and communicate effectively with clients and fiduciaries. Adept at ensuring compliance with federal and state laws, coordinating with financial institutions, and facilitating smooth asset transfers. Known for exceptional attention to detail, discretion, and dedication to providing high-quality legal support in sensitive matters, including litigation and corporate entity work.

Core Skills & Qualifications:

Certified ABA Paralegal with 9 + years of experience leading complex, deadline-driven initiatives with precision and

accountability

Cross-functional Communication: Proven ability to collaborate with attorneys, compliance teams, and external stakeholders to manage projects with discretion.

Excellent organizational skills, attention to detail, and ability to prioritize tasks in a fast -paced environment

Notary Commission California, Nevada

Strong written and verbal communication skills

Education, Certifications and Training

PARALEGAL CERTIFICATE EARNED from Truckee Meadows College / Reno Nevada May 2022

University Nevada Reno – B.A., Criminal Justice / Political Science (2025)

NALA member, Phi Alpha Delta Law Fraternity

PROFESSIONAL EXPERIENCE

2015 – Present: Paralegal, Litigation, Bay Area Law Group Inc

Bay Area Law Group Inc is a Elder Law firm specializing in Elder Law, Trusts and Estates, Litigation, probate conservatorships,

Guardianships and Trusts. Duties included:

Prepare and assist with Gift Tax Returns (Form 709), Estate Tax Returns (Form 706), and Fiduciary Income Tax Returns (Form 1041)

Perform trust accounting: maintain financial records, audit accounts, reconcile broker statements, and manage G/L entries, payables

Obtain and reconcile 1099 and K-1 statements to ensure accurate tax and fiduciary reporting

Administer probate matters, including drafting probate pleadings and filing necessary court documents

Draft and file estate planning documents such as trusts, pour-over wills, durable powers of attorney, healthcare directives, and trust transfer deeds

Review and prepare Limited Partnership and LLC documents for California and Nevada Secretary of State filings (LP-1, LLC-1)

Experience in corporate and real estate legal matters, including entity formation and document preparation

Work collaboratively within legal teams; adaptable to changing priorities and evolving business needs

Utilize document management and database software for efficient case organization and document retrieval

Proficient in Microsoft Word, Outlook, Netdocs, OneDrive, Westlaw, and LexisNexis; legal research and drafting, clio, Eclispe, Wealthdoc

Maintain communication with clients, and legal staff to support accurate and timely case development

Calendaring, E-filing

Provided case management support for ongoing litigation, including document review, drafting pleadings, and handling legal correspondence

Liaise with clients, opposing counsel, and court personnel as needed

Assist in trial preparation, including preparing trial binders and exhibits

Technical Skills

Tax & Trust Accounting Software: GEMS, BNA, EVP

E-Discovery, Exterro, Legal Research Tools: Westlaw, LexisNexis, Relativity

CRM Platforms: Familiarity with client relationship management systems

Productivity Tools: Microsoft Office Suite (Word, Excel, Outlook, OneDrive, PowerPoint

Professional demeanor and ability to collaborate effectively with legal team members

Contact this candidate