Heather Kurtz
Roseville,Minnesota
Summary
Legal professional with 24 years of experience in estate planning, probate, real estate, and related matters. My experience includes preparing estate planning and probate documents, deeds and other real estate documents, court filings, managing calendars and deadlines, client communication, and timekeeping. I am comfortable working independently, managing priorities, and keeping matters moving.
Overview
22
22
years of professional experience
Work History
Paralegal / Legal Administrative Assistant
Lommen Abdo, P.A.
Minneapolis, Minnesota
02.2025 - Current
- Provide paralegal and legal administrative support in estate planning, probate, and real estate matters.
- Prepared wills, trusts, powers of attorney, health care directives, deeds, beneficiary forms, and other estate planning documents to facilitate client estate planning needs.
- Prepare probate pleadings and other documents used in estate administration.
- Prepare deeds and other real estate documents and have them recorded.
- E-filed documents with state and federal courts while ensuring compliance with filing requirements and deadlines.
- Managed attorney calendars, coordinating court dates, meetings, and deadlines to enhance organizational efficiency.
- Record and maintain time entries for attorneys and for my own billable work.
- Communicate with clients, courts, recording offices, and others regarding documents, filings, and outstanding items.
- Assisted with estate planning, probate, and real estate tasks.
Legal Secretary
Meagher + Geer PLLP
Minneapolis, Minnesota
08.2021 - 02.2025
- Supported five attorneys by managing case files and facilitating communication.
- E-filed documents with state and federal courts.
- Maintained calendars, including court dates and deadlines.
- Drafted estate planning documents, ensuring compliance with legal standards and client needs.
- Prepared probate court pleadings.
- Created litigation pleadings and correspondence for service, streamlining the filing process.
- Prepared attorney time entries.
- Estate Planning & Probate
Legal Secretary
London & Bullard, PLLC
Minneapolis, Minnesota
02.2005 - 08.2021
- Managed incoming mail distribution to ensure timely processing.
- E-filed legal documents with state court to maintain compliance with filing deadlines.
- Prepared conflict checks and new client paperwork for new files.
- Conducted conflict checks and prepared new client paperwork to facilitate case onboarding.
- Prepared probate court pleadings.
- Prepared attorney time entries.
- Opened and distributed mail.
- Managed computer and telephone issues for the office.
- Assisted with estate planning, probate, and corporate matters.
Skills
- PC Law
- ProLaw
- Aderant
- IManage
- CSC eRecording
- Legal research
- Microsoft Office
- Detail orientation
- Time Management
- Legal Research
Timeline
Paralegal / Legal Administrative Assistant
Lommen Abdo, P.A.
02.2025 - Current
Legal Secretary
Meagher + Geer PLLP
08.2021 - 02.2025
Legal Secretary
London & Bullard, PLLC
02.2005 - 08.2021