Experienced legal secretary skilled with providing support in various areas of law. Experience in corporate, estate planning, probate, plaintiff’s personal injury, plaintiff’s medical malpractice, corporate litigation and insurance defense. Successful with docketing and tracking deadlines, coordinating depositions and mediations. Highly experienced in Illinois and Indiana Federal and County E-filing. Excellent communication skills. Highly organized.
Overview
13
13
years of professional experience
Work History
Legal Secretary
Garan Lucow Miller
09.2024 - 05.2025
Draft any legal documents requested by the attorney, and file with Federal, Superior and Circuit Courts in various jurisdictions in Indiana and Illinois
Draft correspondence to counsel and client
Prepare Rule 234 Non-Party Requests and all corresponding documentation
Upload medical record requests to record copy services such as MCS, LCS, and ABI
Draft and format discovery to be sent to client and opposing counsel
Coordinate dates for depositions and mediations
Download, save, log and send to other counsel in case any and medical records received in response to medical record requests
Maintain attorneys’ electronic Calendar
Legal Secretary
Rubino Ruman Crosmer & Polen
03.2021 - 09.2024
Drafted estate planning documents, including Trusts, Wills, Powers of Attorney for Healthcare and Property, Quitclaim Deed per attorney notes and instructions, send to client(s) for review, and finalize for signing with the client(s)
Drafted prepared and file documents to open and maintain Estates and Guardianships in Lake County and outlying counties in Indiana; and E-file through the Odyssey system documents in Lake County and outlying counties
Obtain FEIN Numbers for Trusts and Estates
Drafted Routine Motions and Orders for Plaintiff Personal Injury matters and E-file through the Odyssey system documents in Lake County and outlying counties
Maintained physical and electronic client files
Legal Assistant
FMS Law Group LLC
06.2018 - 03.2021
Draft, prepare and file documents to open and maintain Estates and Guardianships in Cook County and outlying counties in Illinois; and E-file through the Odyssey system documents in Cook County and outlying counties
Finalize estate planning documents, including Trusts, Wills, Powers of Attorney for Healthcare and Property, Quitclaim Deed
Calendar upcoming court dates and in Clio
Obtain FEIN Numbers for Trusts and Estates
Prepare invoices for clients
Create and maintain physical and electronic client files
Monitor kitchen and office supplies
Answer office phone and direct caller to appropriate person or provide information
Legal Secretary
Tauber Law Offices
08.2017 - 02.2018
Prepared closing documents for real estate transactions and submit to title company
Prepared closing binders and send to client
Prepared and assemble Alcohol and Tobacco Permit documents, including new applications, renewals and transfers and send to the Indiana Alcohol and Tobacco Commission
Prepared Business Entity Reports and Annual Reports for Indiana and Illinois Corporations/LLCs and submit to the proper Secretary of State Office
Maintained Corporate Record Books, including preparation of Annual Minutes and Stock Certificates
Drafted, prepared and filed documents to open and maintain Estates and Guardianships in County Courts
Prepared Trusts, Wills, Powers of Attorney, Healthcare Representative Designations, Living Wills, and Quitclaim Deeds and assemble for execution by the client(s)
Obtained FEIN Numbers for Trusts and Estates
Covered reception duties when necessary
Legal Secretary
Hoeppner Wagner & Evans LLC
05.2012 - 08.2017
Drafted and prepared legal documents including, Complaints, Summons, Answers, and Motions and file with Federal, Superior and Circuit, or Bankruptcy Courts
Assisted in the preparation of Appeal documents and Briefs for filing in the Indiana Appellate Court
Drafted and prepared documents to open and maintain Estates and Guardianships in County Courts
Drafted and prepared Petitions to Close Estate and Order Closing Estate upon completion
Drafted and prepared estate planning documents, specifically, Powers of Attorney, Healthcare Representative Designations, Living Wills, assemble for execution by the client(s) and prepared packet to send to client(s)
Opened and maintained voluminous case files
Greeted clients and covered reception duties
Additional experience in legal industry is available from 1998.
Education
Associate Degree - undefined
Robert Morris College
Chicago, Illinois
01.1995
Skills
Illinois and Indiana Federal and County E-filing; Word Processing with Microsoft Word and Word Perfect; Outlook; experience with iManage; Document Management System (DMS); Client Management System (Clio); Time Entry System (LMS); and Transcription (tapes and Digital)