Paralegal: Trusts, Estates, Real Estate Expert

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TERRI ARTIS

Paralegal

PROFESSIONAL SUMMARY

Paralegal with over two decades of expertise in Trusts and Estates, Probate, Bankruptcy, and Real Estate, demonstrating a visionary approach to legal management. Proficient in leveraging advanced legal software like Westlaw and Lexis to streamline complex casework and enhance client satisfaction. Committed to contributing to a forward-thinking corporate law firm, utilizing extensive experience to foster innovation and drive professional growth. EMPLOYMENT HISTORY

FREELANCE TRUSTS AND ESTATES LIAISON PARALEGAL 2023 - Present SALES ASSOCIATE/REALTOR 2022 - Present

Weichert Realtors

• Prospect for potential buyers and sellers.

• Draft and coordinate contracts from offer through closing.

• Close rental and sales transactions efficiently and accurately. NOTARY SIGNING AGENT 2019 - 2022

Independent Contractor

• Partnered with title companies nationwide for purchase and refinance closings.

• Scheduled and executed signings at client homes and businesses.

• Packaged and shipped loan documents for final review. SENIOR PROBATE CLERK 2006 - 2015

State of New Jersey – County of Morris

• Guided attorneys and pro se clients through probate, wills, trusts, guardianships, and estate administration.

• Prepared probate petitions, inventories, federal/state tax returns, and accountings.

• Conducted background checks for conservatorships.

• Managed estate planning processes and provided client support with compassion. PARALEGAL 2017

Arturi, D'Argenio, Guaglardi & Meliti, LLP Rochelle Park, NJ

• Supported 7–10 attorneys across criminal, matrimonial, litigation, and estate matters.

• Drafted probate filings, tax forms, affidavits, and client documents.

• Prepared weekly case status reports and facilitated client meetings. PARALEGAL 2016 - 2017

Robert Half Legal Services (Contract Placements)

• Zimmet Law Group, P.C. – NY (Trusts & Estates Paralegal): Prepared estate planning documents, assisted with tax filings, conducted research (Lexis/Westlaw).

• Buckley Madole, P.C. – NJ (Foreclosure Paralegal): Prepared judgment packages and CPADS filings.

• Stark & Stark – NJ (Senior Paralegal): Handled condo law collections, foreclosure actions, and lien documentation. Drafts client correspondence, arranges asset evaluations, and prepares legal documents, ensuring compliance and timely submissions.

Fostered strong relationships with clients, ensuring clear communication and understanding of their estate needs. Prepared comprehensive probate petitions and related documents, achieving timely filings and enhancing client satisfaction. Conducted thorough evaluations of estate assets, identifying potential issues early and streamlining the process for clients. BANKRUPTCY PARALEGAL 2015 - 2016

Fein Such Kahn & Shepard, PC Parsippany, NJ

• Drafted bankruptcy filings (Ch. 7 & 13) using CM/ECF.

• Coordinated with courts and judges’ chambers.

• Assisted with trust/estate tax forms (706, L-8, L-9). CORPORATE/REAL ESTATE PARALEGAL 2002 - 2005

Kalish Law Group Lake Hiawatha, NJ

• Prepared wills, SEC corporate filings, real estate closings, and matrimonial cases.

• Drafted probate and estate planning documents.

• Managed billing and client invoicing.

EDUCATION

ABS Real Estate School Woodbridge, NJ

B.A., BUSINESS ADMINISTRATION

Berkeley College Woodland Park, NJ

A.A.S., PARALEGAL STUDIES

Berkeley College Woodland Park, NJ

SKILLS

Microsoft Office (Experienced), Lexis, Westlaw, Legal Key, CM/ECF, NJ-IT tax program, One Source tax program, Typing speed: 55 WPM.

ADDITIONAL INFORMATION

CERTIFICATIONS / LICENSES / AWARDS

• NNA Certified Signing Agent / Notary Public – State of New Jersey (21 years)

• Licensed Realtor (since Jan. 2022)

• Pride Award – Outstanding Achievement & Dedication in Real Estate

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

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