Jennell Horan
Floral Park
Summary
Driven Paralegal/Legal Assistant with 18+ years of experience in Eldercare, Trust and Estate planning, Medicaid planning and Real Estate. Highly skilled at multitasking and prioritizing tasks to complete projects on time and determine appropriate courses of action. Committed to streamlining processes to facilitate growth in work environment.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Paralegal/Executive Legal Assistant
Callaghan Parente LLP/Parente Law Group P.C.
06.2022 - Current
- Prepare Advanced Planning Directives for Eldercare/Estate Planning.
- Collaborate with attorneys to develop strategies for each case.
- Coordinate, facilitate and prepare Medicaid Planning with clients, including preparation of both Home Care/Community and Institutional applications.
- Work extensively with families through the entire Medicaid process.
- Schedule clients meetings and maintain attorney calendars.
- Prepare Probate and Administration documentation for Surrogates court filing.
- Produce residential RE contracts, deeds and transfer documents.
- Respond to client inquiries to provide accurate legal advice and offer assistance.
- Perform a broad range of administrative, document production, organizational, research and client support/contact duties.
- Work with the team to manage new client intake.
- Answer telephone lines, take messages and provide information as appropriate.
- Review, compose and prioritize all emails and correspondence on behalf of managing partners for clients and internal communications.
- Assist in drafting legal documents, ensuring compliance with court requirements and deadlines.
- Promote a positive work environment by fostering teamwork and assisting colleagues with complex projects.
- Manage accounts and client records of clients, observing confidentiality, and extreme discretion.
- Enhance case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Edit and proofread legal documents to verify accuracy.
Paralegal/Legal Assistant
Law Offices Of Remo Hammid
04.2007 - 04.2023
- Create and proofread Estate Planning Documentation.
- Manage accounts and client records of clients, observing confidentiality, and extreme discretion.
- Collaborate with attorney to develop strategies for each case.
- Contact clients to schedule appointments and discuss progress of cases.
- Revise and finalize letters, briefs, and memos.
- Communicate pertinent information to clients via phone, email, and mail.
- Handle all aspects of Estate Planning/Elder Care cases.
- Extensive client interaction.
- Prepare Probate and Administrative documentation for Surrogates court filing.
- Prepare residential RE contracts, deeds and transfer documentation.
- Prepare Medicaid applications for clients.
- Schedule and update attorney calendar.
- Coordinate with attorneys, title companies, consultants to complete client files.
- Arrange seminars and marketing events.
- Provide high level administrative support to Principal Attorney as needed.
- Provide gate keeping, administrative and document support.
- Answer telephone lines, take messages or provide information as appropriate.
- Maintain , organize and update client files and matter lists.
- Extensive contact with clients; respond to internal and external client communications.
Education
Bachelor of Arts - Business Management
Johnson And Wales University
Providence, RI05.1984
Skills
- Document Preparation
- Customer Relationship Management
- Exceptional Telephone Etiquette
- Interviewing Clients
- Administrative Support
- Client Relations
- Conducting Intakes
- Database Management
- Legal Document Preparation
- Court Document Filing
- Confidentiality Understanding
- Scheduling
Certification
NYS Licensed Notary
Timeline
Paralegal/Executive Legal Assistant
Callaghan Parente LLP/Parente Law Group P.C.
06.2022 - Current
Paralegal/Legal Assistant
Law Offices Of Remo Hammid
04.2007 - 04.2023
NYS Licensed Notary
Bachelor of Arts - Business Management
Johnson And Wales University
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