Summary
Overview
Work History
Education
Skills
Timeline
Education and Training
Generic

Elizabeth Shepard

Baldwinsville

Summary

Legal professional with proven track record in providing comprehensive support to attorneys. Capable of managing complex legal documentation and ensuring case files are meticulously organized. Team-oriented and results-driven, always adapting to meet shifting priorities. Skilled in legal research and document preparation, valued for reliability and flexibility.

Overview

21
21
years of professional experience

Work History

Paralegal

Bousquet Holstein PLLC
04.2025 - Current
  • Draft and file probate petitions, trusts, wills, fiduciary accountings, and inventories with Surrogate’s Court in New York.
  • Obtain EINs for estates.
  • Coordinate collection of estate assets—including real property, brokerage accounts, life insurance, and personal property.
  • Manage communication between executors, beneficiaries, court, financial institutions, and attorneys to advance estate settlements.

Administrative Assistant

Bousquet Holstein PLLC
01.2021 - 04.2025
  • Compose letters, memos, mails, other written correspondence.
  • Respond to client calls and inquiries.
  • Organize legal documents in the company filing systems and databases.
  • Process incoming mail on a daily basis.

Legal Secretary

Michael J. Vavonese, Esq.
05.2019 - 01.2021
  • Managed office and phones.
  • Prepared legal documents.
  • Prepared correspondence.
  • Handled all traffic violation matters from start to finish.

Floating Legal Secretary

Hancock Estabrook
11.2018 - 05.2019
  • Cover legal secretary positions when a secretary is out sick or on vacation. Perform all duties that are required for that attorney.

Legal Secretary

Farrell, Martin & Barnell
08.2006 - 11.2018
  • General:
    -Answering phones and greeting clients.
    -Light bookkeeping (Quickbooks)
    -Notary Public
    -Ordering all office supplies
  • Matrimonial Law:
    -Preparation of Separation Agreement, Statement of Net Worth, Judgement of Divorce, Court Decision as well as all other supporting documents.
  • Social Security Disability:
    -Correspondence with clients and their physicians.
    -Preparing all required Social Security forms as well as collecting and organizing client information to form a case.
  • Estate Planning:
    -Drafting Wills, Codicils, Health Care Proxies and Power of Attorney forms.
  • Estates:
    -Preparing and obtaining Waivers and Consents to Probate from family members.
    Preparation of Court Probate Petitions, Family Tree Affidavits and all other supporting documentation.
    -Obtaining Federal Identification Number for the estate.
    -Preparing Court requested estate close out forms.
  • Litigation:
    -Organizing client information into exhibits to support case.
    -Drafting Court Orders as well as any and all supporting affidavits.
  • Real Estate:
    -Preparing deeds and supporting documents for closing.
    -Ordering updates of Abstracts and Surveys.
    -Drafting title insurance policies.
    -Meeting with sellers to sign documents.
    .

Tax Preparer (Seasonal)

Michael Tax and Accounting Services
01.2017 - 05.2018
  • Prepare complex US and State Individual income tax returns

Receptionist (Seasonal)

Michael Tax & Accounting Services
01.2005 - 05.2005
  • Assisted with tax preparation for the company every winter and spring.
  • Handled customer questions and complaints with professional courtesy.
  • Inventoried office supplies and managed ordering of new supplies whenever required.
  • Juggled answering phones while attending to clients in person.
  • Organized and managed customer invoices and payments.

Education

Tax Preparer

Liberty Tax Service
05-2017

2004-2005

Elmira College

Skills

  • Strong attention to detail
  • Effective organizational skills
  • Strong verbal and written communication
  • Excellent relationship management
  • Notary
  • Proficient in technology
  • Accurate typing

Timeline

Paralegal

Bousquet Holstein PLLC
04.2025 - Current

Administrative Assistant

Bousquet Holstein PLLC
01.2021 - 04.2025

Legal Secretary

Michael J. Vavonese, Esq.
05.2019 - 01.2021

Floating Legal Secretary

Hancock Estabrook
11.2018 - 05.2019

Tax Preparer (Seasonal)

Michael Tax and Accounting Services
01.2017 - 05.2018

Legal Secretary

Farrell, Martin & Barnell
08.2006 - 11.2018

Receptionist (Seasonal)

Michael Tax & Accounting Services
01.2005 - 05.2005

2004-2005

Elmira College

Tax Preparer

Liberty Tax Service

Education and Training

other,other

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