Summary
Overview
Work History
Education
Skills
Timeline
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Anne Basham

Santa Rosa,CA

Summary

Accomplished Legal Assistant with a proven track record at Charles D. Stark, Attorney At Law, enhancing client satisfaction and reducing filing errors by meticulous proofreading. Expert in California Wills and Trusts and adept at maintaining confidentiality. Excels in client communication and legal document preparation. Seasoned collaborator experienced in meeting needs, and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.

Overview

19
19
years of professional experience

Work History

Legal Assistant

Charles D. Stark, Attorney At Law
08.2005 - Current
  • Organized documents to manage paper and electronic filing systems of clients.
  • Prepared and filed court documents, legal pleadings, and judicial council forms with court clerk on behalf of attorneys in family law, trust administration, and probate matters.
  • Prepared complete estate plans, including Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives, Deeds, and other ancillary documents depending on the client's needs.
  • Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Prepared and drafted correspondence to maintain smooth communications.
  • Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
  • Interviewed clients to obtain information relevant to cases.
  • Reviewed, edited and proofread pleadings, correspondence, and other legal documents for proper grammar, spelling and punctuation.
  • Contacted clients via phone, email, and mail to schedule appointments, discuss progress of cases, and communicate pertinent information.
  • Assisted with trial preparation, including creation of exhibits, compilation of witness lists, and organization of evidence materials.
  • Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.
  • Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
  • Delivered exceptional service to clients by assisting them with routine needs like obtaining copies of pertinent records or directing them to appropriate resources when needed.
  • Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
  • Completed electronic filings, initiated billing statements, and managed firm administrative matters.

Education

Travel And Tourism

Empire College School of Business
Santa Rosa, California
1989

Skills

  • Fast Learner
  • Microsoft Office
  • California Wills and Trusts
  • Word Perfect
  • CFLR Propertizer
  • DissoMaster
  • CEB Essential Forms
  • File Organization
  • Calendar Management
  • Legal Document Preparation
  • Client Communication
  • Administrative Support
  • Interviewing Clients
  • Client Relations
  • Meeting Preparation
  • Document filing
  • Proofreading
  • Task Prioritization
  • Legal/Court Processes
  • Exceptional telephone etiquette
  • Client service and support
  • Effective Multitasking
  • Data Confidentiality
  • Appointment Scheduling
  • Legal jargon knowledge
  • Court Document Filing
  • Data Archiving
  • Correspondence and Legal Forms
  • Fluent in French
  • Legal and Court Processes
  • Database Searching
  • Legal Correspondence

Timeline

Legal Assistant

Charles D. Stark, Attorney At Law
08.2005 - Current

Travel And Tourism

Empire College School of Business

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Anne Basham