Highly organized, skilled, and motivated litigation paralegal with extensive experience in wills, trusts, estate planning, and probate administration. Possess excellent communication and research skills, and am committed to providing superior legal services.
Overview
33
33
years of professional experience
Work History
Insurance Litigation Paralegal
Hudson & Graham Law Firm
04.2019 - 11.2023
Assist attorneys in preparing legal documents
Review insurance policies and claims, and draft court pleadings
Manage and organize case files and documents via electronic management systems
Interview clients and witnesses
Analyze medical records, prepare for hearings, draft exhibits, pleadings, and discovery, handle case management, file organization, and investigations; research and trial support and have knowledge of litigation software programs
Obtain and organize medical records and other relevant documents; assist with drafting and serving discovery responses; and schedule record review and medical exams
Administrative support; preparation of legal pleadings, discovery responses, agreement letters, memoranda reports, outlines, schedules, and client communications
Proficient knowledge of software applications including Microsoft Outlook, Word and Excel, Internet, and other web-based applications
Knowledge of construction law, insurance defense, civil litigation and product liability
Draft routine notices, affidavits, motions and petitions pretrial orders, witness and exhibit lists, and subpoenas, locate and schedule expert witnesses, conduct research, interview and schedule witnesses, motions and briefs, prepare deposition and mediation notebooks, and assist in preparation for trial
Federal Court CM/ECF system and filings
Manage evidence, exhibits, & data related cases; maintain litigation database and document organization
Electronic court filings state & federal levels ESI, PACER
Interview clients & communicate pertinent information
Draft & file pleadings; prepare discovery requests and production
Review/prepare documents for mediation, depositions, hearings, and trial, attendance
Review, edit and proofread litigation documents; revise and finalize
Administrative duties-calendar hearings and deadlines, organize case files, mail retrieval, office management, supply inventory, etc
Medical Record/Billing retrieval; subpoenas; doctor reviews, etc
Perform Medical Records & Medical Billing Review; Prepare summaries of treatments & itemized medical bills
PROBATE: Draft Wills, Power of Attorney, Durable Power of Attorney, Living Wills
CORPORATE: Draft documents required for filing of various forms of incorporation; draft and file Articles of Incorporation
CRIMINAL: Managed all traffic tickets; contacting law enforcement, Solicitor, Court, obtaining criminal background checks, driving records, etc.
Offered tech support to paralegals and attorneys
Offered tech support to paralegals and attorneys
Family Law Paralegal
Law Firm of Sandye T. Hicks
05.2017 - 04.2019
Initial client contact, interview potential client, collect case information and prepare client intake, schedule meeting with attorney
Answer multi-line phone system, schedule appointments, conduct follow-up calls, office inventory, daily mail retrieval & distribution, oversee paper and electronic filing systems
Monthly time entry for attorney and paralegals; prepare billing
Gather, organize & maintain paper and electronic case files; maintain files with up-to-date information
Coordinated travel arrangements for cases involving extradition and prisoner transfer; booked airfare, hotel, and ground transportation to coordinate office travel
Liaison between attorney, client, opposing counsel, court personnel, etc
Keeping parties updated on case status
Oversaw trial pleadings, notices, motions and discovery
Maintained court calendars and deadlines
Prepare legal briefs, motions, and pleadings; assist counsel preparing answers, gathering and preparing document production, etc
Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
Fulfilled roles of legal videographer, digital court reporter and production assistant.
Organized evidence, exhibits, motions, and subpoenas to support cases and prepare for trial.
Managed communication between counsel, clients and court.
Gathered, organized and maintained case files.
Litigation Paralegal
Hills & Hills, PC
06.2015 - 05.2017
Multiple attorney paralegal (family law, social security disability, workers compensation, etc.); Liaison between attorneys and clients; answer phones
Liaised with other paralegals and legal staff; communicated with clients, witnesses, lawyers, and outside vendors; maintain client information & updates; schedule meetings, hearings, mediations, depositions, settlement conferences, etc
Prepare legal briefs, motions, and pleadings; gather and prepare evidence and other legal documents for attorney review and case preparation; maintain documents from clients, conduct research and retrieve and organize evidence for use at depositions and trials
Organize and maintain paper and electronic case files
Draft affidavits and other formal statements, prepare and file exhibits, briefs, appeals and other legal documents
Draft and preparing discovery, including requesting admissions and production.
Fulfilled roles of legal videographer, digital court reporter and production assistant.
Organized evidence, exhibits, motions, and subpoenas to support cases and prepare for trial.
Probate Paralegal
Thigpen & Jenkins, LLP
05.2006 - 06.2015
Initial client contact: obtain estate documents, prepare/file probate documents for estate administration; guide personal representative with administration of estate
Answer telephones, schedule appointments, create new client files, collection of retainer fees and other monies
Collect and value estate assets; assist with creating and transferring assets into trusts; administer estate accounts and assist with liquidation and transfer of property
File insurance claims and other death benefits; prepare and file decedent's final income and tax returns
Administration of guardianships and trusts; adoption administration
Analyze deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership, Review Deed of Trust, Title Commitment and prior bankruptcies documents
Preparation and recording of deeds.
Conducted detailed client intakes and entered information into company database.
Assisted counsel in preparing answers, providing documentation, and information for discovery request.
Conferred with clients and other involved parties to gather and track case information.
Prepared legal briefs, motions, and pleadings.
Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Edited and proofread legal documents to verify accuracy.
Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
Analyzed evidence gathering and presentation, client counseling and jury selection methods processes for civil litigation.
Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Revised and finalized letters, briefs, and memos.
Communicated pertinent information to clients via phone, email, and mail.
Analyzed deeds of trust to verify grantor, grantee, trustee and loan amounts for executive leadership.
Patient Services Representative
Carolina Eye Associates, PA
05.1991 - 06.2006
Patient Services Representative; traveled to multiple offices; managed one satellite office; Responsible for opening/closing office; balance deposits and credit card payments; making daily deposits
Patient registration, confirmation of data accuracy; demographic and insurance data; daily chart preparation, documentation of no shows; scheduling & rescheduling appointments; maintain accuracy of EMR (electronic medical records)
Answer phones, collection of copayments, assist patients at check-in and check-out; assured the accuracy of documentation completion by patients
Responsible for verification of insurance and obtaining proper authorizations; prior verification of insurance eligibility and coverage
Daily posting of charges, payments, and adjustments; billing inquiries and disputes, research insurance claims, denials and appeals
Facilitated communication between patients and various departments and staff
Followed document protocols to safeguard confidentiality of patient records
Deliver support to medical, work with patients to ascertain issues and make referrals to appropriate specialists
Daily transcription of doctor notes, etc.; responsible for reviewing the accuracy of procedure codes and diagnosis codes; reviewed and corrected claim errors.
Education
Associate in Applied Science (AS) - Medical/Secretarial/Legal
Paralegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law FirmParalegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law Firm