Donna M. Griffith

• Assumed a case load in an unoccupied position and created a revenue stream of >100,000.00 in my first year as the Estate and Trust Settlement Paralegal
• This was accomplished by successfully settling current matters.
• First and second quarter revenue received is >105,000 for 2025 with a current caseload of 50 matters.
• This was accomplished by assuming the prospect research responsibility from the attorneys to screen prospective clients and determine their probate needs.
• Currently creating effective Standard Operating Procedures (SOPs) to ensuring consistency and clarity in organizational processes for the Estate and Trust Administration Department.
• Assist attorneys with probate and trust administration, including filing petitions, preparing inventories, and handling required legal documents.
• Prepare and review probate petitions, trusts, and wills to ensure legal accuracy and completeness.
• Administer estates by identifying, gathering, and valuing assets, working with financial institutions, accountants, and other professionals.
• Communicate with clients, beneficiaries, and fiduciaries to provide updates and guidance throughout the estate settlement process.
• Assist with the preparation of accountings for trusts and estates, ensuring compliance with legal and regulatory requirements.
• Schedule hearings, coordinate with court personnel, and track case deadlines to ensure timely progress.
• Perform legal research and stay updated on changes to trust and estate law to ensure accurate advice and filings.
• Maintain meticulous case files, including all supporting documentation, to ensure that clients' records are complete and organized.

• Company Overview: Rogers and Greenberg are a premier firm in the Dayton area and works with high profile clients locally and internationally
• My contributions included file creation, drafting of legal documents, legal research, application of court rules and e-filing procedures
• My day would consist of researching case files, drafting estate planning documents, contracts, and deeds
• My position required diligence, a broad knowledge of legal matters, and proofreading and editing skills
• I also served as a Notary Public and Loan Signing Agent
• Due to my experience and education, I could immediately take on specialized tasks like contract drafting
• The importance of tracking changes and redlining contracts requires mindfulness and critical thinking
• I collaborated directly with the Partners to facilitate transactions regarding, land purchases stock purchases, mergers, and acquisitions as well as business creation and dissolution
• Rogers and Greenberg are a premier firm in the Dayton area and works with high profile clients locally and internationally

• Responsible for driving revenue, POS, use and preference within assigned accounts and/or territory
• Achieves metrics by understanding customer needs, generating leads, and addressing enterprise-wide issues
• Provides consultative services to customers to ensure maximized use and understanding of LexisNexis products, content, and tools
• Collaborates with sales representatives on preference driving strategy and account plans
• Identifies and shares leads with sales representatives and/or Product Specialists
• Conduct virtual presentations and training to customer user groups to help promote LexisNexis products, solutions, and content in the marketplace

• I worked as paralegal for the family law area of the company
• I was able to cover for an employee on parental leave and given less than two weeks of training
• I was solely responsible for drafting and filing pleadings and motions, researching case files and drafting discovery, interrogatories, and request for production of documents to be filed with the court
• At month end, I completed hourly billing and prepared invoices and balance statements to be sent to clients
• I also calendared schedules for the attorneys and coordinated with the court clerks and bailiffs for service
• Additional contributions included: Completion of transcriptions, drafting and filing subpoena request, working with process servers, court runners, and law clerks to meet filing deadlines

• I worked as a paralegal for Criminal, Traffic and Family law
• Due to my tenacity and knowledge, I worked as a paralegal before receiving my degree
• During my time with the firm, I organized the filing system, created templates for court filings and developed a system for reconciling the IOLTA account

Successfully managed a team of 15 employees in a drapery manufacturing plant. An integral part of my position was to stabilize the workforce by implementing an administrative and production infrastructure that allowed the company to increase manufacturing efficiency and reduce production errors.

• Managed inventory effectively to prevent overstocking or shortages, maintaining optimal levels for uninterrupted production.
• Maintained strong relationships with key stakeholders including clients, suppliers, and internal teams to promote efficient communication channels across all parties involved in the production process.