Elder Law, Probate, Divorce, Bankruptcy

Objective

Executive paralegal position specializing in probate and family law, corporate, real estate or zoning law.

Profile

Organizational skills in planning and implementing goals in the areas of: corporate, private, governmental, social, political and community functions, meetings and events. Leadership role; excellent conversational skills; interest in art, antiques, literature, gardening, and salmon fly fishing, especially in the Margaree Valley in Canada. Talent for technology. Accustomed to handling sensitive and confidential records.

Flexible and versatile – able to maintain a sense of humor under pressure. Thrive in deadline-driven environments. Excellent team-building skills.

Skills Summary

Audit Functions

Project Management

Report Preparation

Written Correspondence

General Office Skills

Computer

Customer Service

Scheduling

Marketing & Sales

Travel Arrangements

Insurance Billing

Accounting

Front-Office Operation

Professional Presentations

Professional Experience:

Tommy’s Taxi Inc. – Reservationist- Part-time – September 2024 to present

Fast-pace, in-coming calls for reservations for transportation: locally, Logan Airport, and Metro-West customers.

City of Marlborough – City Solicitor’s Office – Paralegal – Temporary Assignment August 2021 to December 2021

US Commerce Department – 2020 Census, Worcester, MA – January 2020 to October 2020

Record Access Officer – Mayor’s Office, City of Framingham, MA – November 2018 to February 2019

Paralegal Specialist - Temporary Assignment- Robert Half Company

Performs compliance with the Massachusetts Public Records Law (MGL c. 66) and its attendant regulation (950 CMRR 32.00)

Responding to public records requests; maintaining data bases and tracking systems to provide current accurate information; appropriately directing and facilitating certain inquiries made to the public records team.

Contact with City Solicitors Office regarding status of requests, contact with School Department’s Counsel; contact with City Departments. Paralegal Specialist - The Legal Clinic of L. R. Taffet – Framingham, MA – September 2003 to July 2010

Prepare 1B, 1A, Annulment and Divorce by Publication packages for filling with Probate Courts in Middlesex, Norfolk, Suffolk and Worcester Counties.

Preparation of all Probate documents, Motions, Affidavits pertaining to Divorce, Modification and Contempt Complaints

Discovery.

Preparation of Wills, Codicils, Powers of Attorney, Health Care Proxies, HIPAA Release documents.

Preparation of Purchase and Sales Agreements and closing materials for real estate transactions for both buyer and seller.

Preparation of incorporation documents for filing with the Secretary of State, preparation of Corporate Minutes and Annual Meetings.

Preparation of Bankruptcy Petitions for filing with Bankruptcy Court in both Western and Eastern Divisions – Best Case Software.

Oversee front-office operations and provide customer service:

Client scheduling.

Finances: accounts payable/receivable, invoicing, insurance billing, budgeting.

Meetings with clients.

Paralegal Specialist – Hicinbothem, Brigham, Shipley & Stein;

and Steinberg & Associates – Framingham, MA – March 2001 to September 2003

Specializing in Income Tax Preparation – Turbo Tax.

Prepared construction contracts.

Prepared real estate packages.

Prepared corporate minutes and interfaced with Secretary of State.

Employee Benefits and ERISA (Employee Retirement Income Security Act) related matters.

Paralegal Specialist, Roger B. Leland, Esq. Northborough, MA – October 1998 to January 2001

Specialized in Town governmental hearings and permits.

Legal research.

Real estate packages.

Preparation of corporate minutes and documents.

Elder-Law

Execute Assistant, Mintz, Levin, Cohen, Ferris, Glovsky & Popeo, P. C. May 1995 to October 1998

Personal assistant to small consulting and communications affiliate of Mintz, Levin. Neil Chayet “Looking at the Law”.

Scheduling of all travel and meeting arrangements.

Preparation of scripts.

Retrieved information and objects.

Other Positions

Senior Tax Program – Town of Westborough, MA

Office Manager – Selfcare, Inc., Waltham, MA

Lead Secretary, F.D.I.C. Franklin, MA

Administrative Assistant, Office of Special Services, Town of Nantucket, MA

Executive Assistant to President – Northeast Energy, Inc., Marlboro, MA

Secretary to Planning Board, Westborough, MA

Secretary to Board of Selectmen, Westborough, MA

Administrative Assistant to Director of Aviation – Mass Port, Boston, MA

Administrative Assistant to Mass. Teachers Association, Boston, MA

Summer Intern Boston Globe, Dorchester, MA

Education

AQUINAS COLLEGE – MILTON, MA 3.87 G.P.A.

NORTHEASTERN UNIVERSITY – BOSTON MA

Technical Skills:

ICABBIE

FOIAdirect

Excel

Microsoft Word

PowerPoint

Best Case – Bankruptcy Program

Quick books

Social Network Programs

Knowledge of Open Meeting Laws of Commonwealth of MA

Notary Public – Commonwealth of MA needs to reapply.

Volunteer for Good Shepherd Lutheran Church in Westborough, Learning Committee Member, Vacation Bible School, Connections Committee and Main Office

License to Act as a Real Estate Salesman – current

Past Chairman – Westborough Community Chorus

Past Member of the Harvey Building Steering Committee

Member of 300th Anniversary Committee- Westborough, MA

Member – Council on Aging, Westborough, MA.

Further Information and References Supplied upon Request

Contact this candidate