Detail oriented Legal Secretary with over 30 years legal experience in Probate, Estate Planning, Trust Administration and Civil Litigation.
Overview
28
28
years of professional experience
Work History
Legal Secretary
Murtaugh Treglia Stern & Deily LLP
10.2017 - Current
Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries.
Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
Organized files for court proceedings.
Assisted in drafting legal documents such as pleadings, motions, and briefs, and petitions, contributing to successful case resolutions.
Filed documents with courts on behalf of attorney.
Developed and maintained filing and retrieval systems.
Supported attorneys during trials by efficiently coordinating exhibits, witness interviews, and other essential tasks.
Prepare Affidavits, Grant Deeds, and other real estate documents to be recorded with Recorder's Office.
Trained new staff members on office procedures and best practices, promoting a cohesive team dynamic within the firm.
Assisted in preparation of Estate Planning documents.
Conducted extensive research on legal matters as needed, synthesizing complex information into concise reports for attorney review.
Scheduled and made appointments for 4 attorneys.
Organized and maintained an efficient electronic filing system for easy access to critical documents and data.
Received and placed telephone calls to clients and prospective clients.
Managed multiple high-priority tasks simultaneously, meeting all deadlines while maintaining a high level of accuracy.
Legal Secretary/Paralegal
Kohut & Kohut LLP
05.2006 - 10.2017
Assist attorneys with preparation of motions, pleadings, discovery and court applications, Create and proofread documents, perform cite checking, and set up table of contents
Prepared for and assisted with trial in civil litigation matters, including trial notebooks, hearing notebooks, witness lists, collect and sort exhibits, ensure all documentation
Collect and sort exhibits, ensure all documentation is correctly prepared for final court submission
Federal ECF Court filings, as well as State E-Filing
Performed TN Federal E-Filings
Organize, maintain and sort litigation files and other legal documentation
Maintain and update files as necessary
Managed daily office functions
Coordinated schedules, ordered office supplies.
Scheduled and made appointments for 4 attorneys.
Legal Secretary/Paralegal
Sawyer, Orr & Sawyer, LLP
06.1996 - 05.2006
Prepared for and assisted with trial in civil litigation matters, including trial notebooks, witness list, exhibit list
Assisted with pending litigation matters including reviewing and organizing document productions and indices to document productions
Prepare court documents for filing with various Courts
Review, analyze and organize client documents, personnel files
Summarize depositions
Responsible for preparing pleading and discovery templates
Maintained status reports of activity in all cases
Responsible for calendaring incoming dates and maintaining calendaring program
Background and informational legal research
Client and witness interviews
Prepare correspondence and transcribe documents dictated by attorney
Responsible for incorporating corporations/LLCs as well as maintaining corporate minute books and keeping corporation/LLC in compliance with Secretary of State and Franchise Tax Board; Prepare corporate/LLC articles and annual statements
Responsible for billing with Timeslips Program
Responsible for hiring and training new hires and overseeing support staff.
Scheduled and made appointments for 2 attorneys.
Education
Paralegal Studies -
Phillips Jr. College
Carson, CA
01.1996
Graduate -
Roger Bacon Catholic High School
Cincinnati, OH
01.1989
Skills
Proficient in Word, Microsoft Excel, Legal Solutions, Westlaw, ProLaw,
Type 80 wpm
State E-Filing, and ECF Federal Filing
Document Formatting
Efficient multi-tasker
Appointment Setting
Client Communication
Calendar Management
Administrative Support
Legal Research
Accomplishments
Reorganized offices to improve accuracy and efficiency
Completely reorganized filing system
Track record of managing multiple priorities and deadlines
Maintained excellent ongoing client relations
Effective verbal and written communication skills
Quick Learner
Notary Public
References
References are available and will be furnished upon request
Timeline
Legal Secretary
Murtaugh Treglia Stern & Deily LLP
10.2017 - Current
Legal Secretary/Paralegal
Kohut & Kohut LLP
05.2006 - 10.2017
Legal Secretary/Paralegal
Sawyer, Orr & Sawyer, LLP
06.1996 - 05.2006
Paralegal Studies -
Phillips Jr. College
Graduate -
Roger Bacon Catholic High School
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