Experienced Probate Paralegal and Case Manager

VALERIE CROCKFORD

Bogart, GA ***** 412-***-**** *****************@*****.***

PROFILE

Seasoned paralegal / legal assistant with extensive experience supporting attorneys in diverse legal practices, including personal injury, trust management, and estate planning

Proficient in managing a high-volume caseload, overseeing 80+ personal injury cases from intake to resolution, ensuring thorough client support and case documentation

Expertise in preparing sensitive legal documents such as court accountings, tax returns, and estate planning documents with meticulous attention to detail and adherence to legal standards

Skilled in maintaining effective communication with clients, attorneys, and stakeholders, facilitating smooth case progression and client satisfaction

Adept in legal research, drafting legal correspondence, and supporting attorneys in trial preparation and administrative tasks, contributing to successful case outcomes and client representation PROFESSIONAL EXPERIENCE

FORTSON, BENTLEY & GRIFFIN PA PROBATE PARALEGAL 9/2024 – Present

Gather all required documents for probate; prepare and file petitions to probate; draft court forms

Ensure effective client contact and communication; provide administrative support as needed MANSFIELD OIL COMPANY TEMPORARY ADMINISTRATIVE ASSISTANT 2/2024 – 7/2024

Provided data entry, mail circulation, certified mailings, and special administrative project services PUBLIX GROCERY STORE CASHIER 2023 – Present

Deliver exceptional customer service as a cashier, consistently ensuring each customer's needs are met and providing a positive shopping experience

KENNETH S. NUGENT PC CASE MANAGER 2022 – 2023

Efficiently managed a caseload of 80 personal injury cases, overseeing each case from initial client contact through to treatment and resolution

Acted as a key liaison between insurance adjusters and attorneys; developed insurance demand letters SMITHFIELD TRUST COMPANY ASSISTANT TAX OFFICER 2011 – 2022

Developed sensitive and confidential documents such as court accountings, tax returns, and asset transfer letters, ensuring accuracy and compliance with legal standards

Managed over 200 trust accounts using the Gillett Estate Management Suite, ensuring meticulous record- keeping and client service

Applied financial expertise to balance company common funds using Intuit QuickBooks WILLIAMS COULSON LLC PARALEGAL 2007 – 2011

Provided comprehensive support to multiple attorneys in daily legal operations, ensuring smooth workflow and client service

Managed legal correspondence and maintained communication with relevant parties, fostering productive relationships and timely case progress

Proficiently prepared tax returns, including Fiduciary tax returns (1041), 706 Estate tax returns, and Pennsylvania Inheritance tax returns, ensuring compliance with tax regulations and deadlines Previous Employment History: Springer Bush & Perry PC, ELDER LAW PARALEGAL EDUCATION AND TECHNICAL PROFICIENCIES

Bachelor of Arts, Psychology, Coastal Carolina University Paralegal Certificate, ABA Approved program, Duquesne University MS Office Suite Needles Lackner GEMS Pro Systems Maui QuickBooks

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