Katherine Midiri
Summerfield,FL
Summary
Highly motivated, dependable, mature professional with proven experience in building effective, productive, working relationships with clients and staff.
Well versed in using Wealth Counsel software to draft estate planning documents.
Overview
9
9
years of professional experience
Work History
Estate Planning Paralegal
Pittman Law Office
Oxford, Florida
05.2014 - 05.2020
- In support of attorneys; drafted, edited and organized all documents associated with estate planning: Revocable Living Trusts, Wills, Incapacity documents, Deeds, LLC Assignment.
- Prepared legal property descriptions for use in deeds.
- Coordinated with clients to obtain information critical to preparing documents.
- Attended signings and conducted signings.
- Answered telephones and calendared attorneys schedules.
- Familiar with drafting utilizing Wealth Counsel software.
Estate Planning Paralegal
Millhorn Law Office
Oxford, Florida
05.2016 - 05.2017
- Edited documents associated with estate planning: Revocable Living Trusts, Wills, Incapacity documents and Deeds.
- Prepared legal property descriptions for use in deeds.
- Answered telephones and calendared attorney appointments
- Attended signings and scanned and prepared all documents for clients.
- Coordinated with clients to obtain information needed for drafting documents.
Paralegal
State Of Florida, Children's Legal Services
Ocala, Florida
04.2014 - 05.2016
- Conducted detailed client intake and entered information into company database.
- Conducted filing and service of court documents.
- Tracked court orders.
- Opened, closed and maintained CLS files.
- Scheduled cases to proceed to prosecution.
- Prepared files for attorneys to take to court.
- Assisted counsel in preparing answers, providing documentation and information for discovery request.
- Prepared legal briefs, motions and pleadings.
Education
Bachelor of Science - Legal Writing And Legal Research
Kaplan University
Davenport, IA01.2006
Skills
- Notary Public
Timeline
Estate Planning Paralegal
Millhorn Law Office
05.2016 - 05.2017
Estate Planning Paralegal
Pittman Law Office
05.2014 - 05.2020
Paralegal
State Of Florida, Children's Legal Services
04.2014 - 05.2016
Bachelor of Science - Legal Writing And Legal Research
Kaplan University