Experienced Senior Paralegal, skilled in trust administration, estate planning, and probate filings. Adept at preparing legal documents and offering client support, with attention to detail. Proficient in court-approved accountings and collaborating with diverse family dynamics.
Drafted and filed various probate petitions, Judicial Council forms, responsive pleadings to probate examiner notes, and proposed orders across multiple counties.
Drafted and recorded trust transfer deeds, PCORs, and related property documents; coordinated with title companies, and assessors to resolve transfer issues.
Prepared informal and court-supervised fiduciary accountings, including the preparation of pleadings and supporting schedules.
Conservatorships (General and Limited)
Prepared and filed petitions for general and limited conservatorships of the person and estate.
Coordinated service processes, reports and documentation for conservatorship cases, supporting attorneys effectively.
Client and Attorney Support
Acted as the main client liaison, providing informed guidance through estate and conservatorship processes.
Assisted with estate plan signings and litigation preparations, addressing complex family dynamics.
Paralegal
East County Family Law Group
Brentwood, CA
10.2008 - 11.2020
Estate Planning
Drafted comprehensive estate planning packages under attorney supervision.
Coordinated funding of trusts by preparing grant deeds, assignments, and beneficiary designation instructions.
Scheduled and assisted with client signing meetings, and the notarial execution of estate documents.
Maintained estate planning templates and document management systems to streamline practice workflow.
Family Law
Drafted and prepared pleadings, declarations, and Judicial Council forms for dissolution, legal separation, custody, visitation, child and spousal support, and domestic violence matters.
Assisted attorneys with preparation for hearings, mediations, and settlement conferences, including compiling exhibits, chronologies, and client declarations.
Maintained sensitive client communication and supported clients through high-conflict custody and domestic violence proceedings with empathy and discretion.