Dynamic Paralegal with proven expertise in financial and estate planning, adept at legal research, and a history of enhancing client satisfaction at Olsen Legal Group, LLC. Excelled in managing complex estate files and fostering client relationships, showcasing exceptional organizational skills and a keen attention to detail.
Overview
7
7
years of professional experience
Work History
Paralegal
Bailey Stock Harmon Cottam Lopez LLP
Cheyenne, WY
07.2024 - Current
Reviewed and organized legal documents, such as pleadings, motions, and briefs.
Drafted correspondence to clients and other attorneys.
Conducted research on relevant laws, regulations, judicial decisions, and legal articles.
Created spreadsheets to track case information and deadlines.
Maintained client files according to established protocols.
Counseled clients on estate planning issues such as wills, trusts, probate law.
Collaborated with county clerks office on matters pertaining to probate filings or real estate transactions requiring judicial review.
Prepared financial statements for review by attorneys, trustees, executors, or other parties involved in the probate process.
Reviewed applications for probate and ensured accuracy of all information provided.
Assisted attorneys in preparing probate documents as needed.
Organized and managed estate files, including preparing probate pleadings and other documents.
Paralegal
Olsen Legal Group, LLC
Cheyenne, WY
03.2018 - 10.2023
Monitored changes in laws regarding estate planning and trusts to ensure compliance with regulations.
Identified needs of customers promptly and efficiently.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Analyzed mineral deed chains, property records, court orders, probates and other related documents to determine ownership interests in oil and gas properties.
Prepared and filed paperwork for probate court proceedings, including wills, trusts, powers of attorney.
Assisted attorneys in preparing probate documents as needed.
Researched relevant legal issues related to trusts such as taxation or probate law.
Assisted outside counsel in preparing court filings relating to probate proceedings or other litigation involving trusts.
Created reports summarizing activities performed during each stage of the probate process.
Counseled clients on estate planning issues such as wills, trusts, probate law.
Prepared financial statements for review by attorneys, trustees, executors, or other parties involved in the probate process.
Organized and managed estate files, including preparing probate pleadings and other documents.
Ensured compliance with all relevant regulations regarding trusts, probate law and taxation rules.
Developed and maintained a database of adoption prospects.
Organized and facilitated meetings between adoptive families and birth mothers.
Researched relevant laws, regulations, and policies governing adoptions.
Legislative Assistant
Olsen Legal Group, LLC
Cheyenne, WY
03.2018 - 10.2023
Provided administrative support to the office of a member of the Legislative Assembly i.e. Rep. Jared Olsen.
Organized meetings with constituents and stakeholders on behalf of the Member.
Attended committee meetings and prepared summaries of key points.
Assisted in developing policy positions for the Member's platform.
Maintained records of correspondence from constituents and other stakeholders.
Managed scheduling conflicts between Parliamentary business and constituency engagements.
Drafted letters, emails, memoranda, and other communications on behalf of the Member.
Coordinated travel arrangements for the Member to attend conferences or other events.
Developed materials such as brochures, flyers, newsletters., for use in promoting public awareness about legislative initiatives.
Participated in press briefings with media representatives regarding current legislation.
Edited speeches given by the Member during parliamentary debates or other functions.
Tracked progress of bills through various stages of approval within Parliament.
Served as a liaison between Members' offices when coordinating inter-party collaboration efforts.
Facilitated communication between government departments and members' offices regarding specific legislation or initiatives.
Used Microsoft Office Suite to draft correspondence, respond to emails and adjust scheduling.
Maintained accurate and organized filing systems to promote data integrity.
Managed complex calendars for individual appointments, meetings, public events, and travel.
Education
Business Administration And Management
University of Alabama
Online
Skills
Financial and estate planning
Power of attorney
Marital settlement agreements
Legal research skills
Subpoena coordination
Proofreading
Estate Planning
Adoption paperwork completion
Business law
Real estate
Timeline
Paralegal
Bailey Stock Harmon Cottam Lopez LLP
07.2024 - Current
Paralegal
Olsen Legal Group, LLC
03.2018 - 10.2023
Legislative Assistant
Olsen Legal Group, LLC
03.2018 - 10.2023
Business Administration And Management
University of Alabama
Similar Profiles
Wendy PugaWendy Puga
Legal Assistant at Lopez & Wilmert, LLPLegal Assistant at Lopez & Wilmert, LLP