Jada Powell
Boston,MA
Summary
Personable and detail-oriented legal professional with experience in estate planning and civil litigation. Skilled at managing complex case files, drafting legal documents, and coordinating critical deadlines with precision. Highly dependable and known for having a strong work ethic, thriving in fast-paced legal environments while supporting attorneys to achieve favorable outcomes. Recognized for strong organization, clear communication, and being a collaborative team player.
Overview
3
3
years of professional experience
Work History
Paralegal
Bass, Doherty & Finks, P.C.
Brighton, MA 02135
03.2025 - Current
- Coordinate estate planning strategies with external advisors (CPAs, financial advisors, and fiduciaries) to support wealth preservation for high-net-worth clients.
- Support three attorneys in drafting comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives.
- Assist with federal gift tax returns (Form 709) in collaboration with attorneys and CPAs, ensuring accuracy and timely filing.
- Manage attorney calendars and workflow, tracking critical deadlines, client meetings, execution appointments, and tax-related filing timelines.
- Implemented a new system for tracking account activity and enhancing data accuracy.
- Prepare estate planning execution packages and curate comprehensive estate planning binders for client safekeeping, ensuring documents are properly organized and finalized.
- Witness and notarize estate planning documents
- Maintain organized physical and digital client files, safeguarding sensitive information in accordance with legal ethics and firm standards.
- Deliver high-touch client service, building trusted relationships through clear communication, responsiveness, and professionalism.
Litigation Paralegal
Cohn & Dussi, LLC
Boston, USA 02109
01.2023 - 02.2025
- Managed 233 Case Load, document collection, production, and all post-judgment litigation tasks
- EDiscovery(Lexis Nexis, Mass Courts, Property Accessor & Corp.Sec.State.)
- Drafted pleadings, motions, and briefs in compliance with court rules, leading to successful outcomes in numerous cases.
- E-filing for State and Federal Courts
- Maintained client satisfaction by providing regular updates on case progress and addressing concerns promptly
- Managed high-volume caseloads effectively by creating organized systems for tracking deadlines and prioritizing tasks
- Track hearings, schedule depositions, and handle client invoicing
Education
Paralegal Studies Certificate - Business Law, Real Estate Law, Legal Research, Litigation Modules
Boston University
Boston, MA05-2022
Bachelor of Science - Soc-Psychology, Sociology And Psychology
University of Massachusetts, Boston
Boston, MA12-2020
Associate degree - Natural Sciences
Quincy College
Quincy, MA01-2018
Skills
- Legal Document Drafting & Case Management
- Post-Judgment Litigation & Deadline Tracking
- Gift & Estate Tax Filing Support (Form 709)
- Legal Research (LexisNexis, Westlaw)
- MassCourts
- PACER
- eFileMA
- Secretary of State Filings
- Property Assessor Database Research
- EstateWorks
- PracticeMaster
- Relativity
- Tabs3
- Slack
- Registry of Deeds Filings & Research
- Calendar & Workflow Management
- Billing & Account Oversight
- Client Relations & Conflict Resolution
- Microsoft Office Suite (Word, Excel, Outlook)
- Quick Learner with Strong Technical Adaptability
- Notary Public
Timeline
Paralegal
Bass, Doherty & Finks, P.C.
03.2025 - Current
Litigation Paralegal
Cohn & Dussi, LLC
01.2023 - 02.2025
Bachelor of Science - Soc-Psychology, Sociology And Psychology
University of Massachusetts, Boston
Associate degree - Natural Sciences
Quincy College
Paralegal Studies Certificate - Business Law, Real Estate Law, Legal Research, Litigation Modules
Boston University