Overview
Work History
Education
Certification
References
Summary
Skills
Timeline
Generic

Lisa Glushien

East Windsor,CT

Overview

22
22
years of professional experience
1
1
Certification

Work History

Administrative Assistant

Development Associates
Agawam, MA
11.2022 - Current
  • Managed day-to-day activities involving tenants, subcontractors and property management.
  • Composed letters, memos, emails, and other written correspondence as required by operations manager.
  • Performed administrative tasks such as answering phones, filing documents and preparing correspondence.
  • Planned, scheduled and coordinated general maintenance or repairs for commercial or residential properties.
  • Managed office supplies inventory and placed orders when necessary.
  • Responded to customer issues to provide immediate resolution and improve retention.
  • Maintained positive relationships with tenants by responding promptly to inquiries and requests.
  • Responded quickly to emergency situations involving tenants or properties.
  • Coordinated with contractors to ensure timely completion of repairs or renovations.

Probate Paralegal

Alfano & Flynn
Suffield, CT
09.2021 - 11.2022
  • Met with clients and attorneys to discuss case details and evidence.
  • Performed extensive research to prepare for court cases and gathered pertinent case information.
  • Drafted correspondence, documented data and submitted materials to appropriate parties.
  • Responded to client calls and inquiries to deliver applicable information.
  • Reviewed and organized legal documents, such as pleadings, motions, and briefs.
  • Filed motions with courts electronically or via hard copy.
  • Maintained calendars for upcoming court dates or deadlines related to cases.
  • Responded promptly to inquiries from beneficiaries or other interested parties regarding status of their cases.
  • Assisted attorneys in preparing probate documents as needed.
  • Provided guidance through difficult legal matters such as probate court proceedings after a death has occurred.
  • Organized and managed estate files, including preparing probate pleadings and other documents.
  • Prepared financial statements for review by attorneys, trustees, executors, or other parties involved in the probate process.
  • Assisted with the preparation of probate documents, including wills and trusts.
  • Analyzed mineral deed chains, property records, court orders, probates and other related documents to determine ownership interests in oil and gas properties.
  • Coordinated with various stakeholders such as banks, insurance companies, and government agencies to provide necessary documentation for processing of probates.
  • Completed day-to-day duties accurately and efficiently.
  • Reviewed and analyzed documents, such as deeds, mortgages, leases, title opinions, surveys, and other real estate records.
  • Provided administrative support services such as scheduling appointments or maintaining records.
  • Coordinated closings with lenders, buyers and sellers and other parties involved in transactions.
  • Prepared closing documents including settlement statements and closing disclosure forms.
  • Organized case files and managed document production for attorneys.
  • Drafted legal documents including contracts, leases, purchase agreements, affidavits and title insurance policies.
  • Wrote property descriptions for use in legal transactions.
  • Processed closing documents and transactional documents for legal review.

Legal Assistant

Law Office of Linda Bertolette
West Hartford , CT
02.2019 - 10.2020
  • Greeted visitors, clients and guests in a professional manner.
  • Interacted with clients via telephone and email to answer questions about their case status or provide updates on progress.
  • Scheduled appointments, prepared correspondence, filed documents and maintained client contact lists.
  • Compiled financial data pertaining to lost wages due to workplace injuries in order to calculate damages owed.
  • Analyzed medical reports prepared by physicians evaluating injured workers' disability claims.
  • Managed daily docket activities such as tracking deadlines, filing pleadings, and any other related documents.
  • Managed discovery process, including drafting discovery documents and coordinating document production.
  • Analyzed financial records such as bank statements and tax returns for property division purposes in divorce proceedings.
  • Assisted attorneys in preparing divorce settlements, child custody agreements, and other family law matters.
  • Maintained contact with clients throughout the duration of their case.
  • Filed pleadings electronically through e-filing systems.

Probate Paralegal

Charter Oak Law Group
Bloomfield, CT
08.2016 - 07.2018
  • Drafted correspondence to clients and other attorneys.
  • Responded to client calls and inquiries to deliver applicable information.
  • Monitored deadlines associated with filing pleadings or completing other tasks related to estate proceedings.
  • Assisted with the preparation of probate documents,
  • Prepared financial statements for review by attorneys, trustees, executors, or other parties involved in the probate process.
  • Coordinated with various entities such as banks, insurance companies, and brokerage firms to provide necessary documentation for processing of probates.
  • Processed payments from estates in accordance with court orders.
  • Tracked cases and managed electronic and physical records, creating new case files, entering filings, hearings, trials and judgments and closing cases when complete.
  • Maintained calendars for upcoming court dates or deadlines related to cases.
  • Utilized MyCase software for billing purposes.
  • Responded to in-person and telephone requests for information from clients, attorneys and other involved parties.
  • Assisted client in navigating the social services system, including applying for benefits, accessing resources and connecting with other family support services.

Probate Parlegal

Cummings, Lanza and Purnhagen
South Windsor, CT
02.2013 - 08.2016
  • Interviewed clients to obtain information relevant to cases.
  • Provided guidance to clients regarding settling probate estates.
  • Prepared Applications for probate, Inventories, Connecticut Estate Tax Returns for non-taxable estates, Final accountings, and distributions.
  • Responded promptly to inquiries from beneficiaries or other interested parties regarding status of their cases.
  • Processed payments from estates in accordance with court orders.
  • Ensured that all paperwork was completed accurately and timely according to state laws and regulations.
  • Maintained confidentiality of sensitive information per legal requirements.
  • Evaluated creditors' claims against estates for accuracy and completeness.
  • Prepared billing statements using Timeslips.

Legal Assistant

Starkweather & Kibler
Manchester, CT
07.2008 - 06.2012
  • Gathered relevant information from clients regarding their workers' compensation case.
  • Interacted with clients via telephone and email to answer questions about their case status or provide updates on progress.
  • Provided administrative support to attorneys including scheduling appointments, preparing correspondence, filing documents and maintaining client contact lists.
  • Reviewed and analyzed medical records and compiled evidence to support claims for Workers' Compensation benefits.
  • Reviewed and organized documents related to personal injury cases.
  • Proofread all legal documents prior to submission to ensure accuracy and completeness.
  • Drafted pleadings, motions, discovery responses, and other legal documents.
  • Coordinated medical records requests from physicians and hospitals.
  • Prepared correspondence to clients, courts, insurance companies, and other parties involved in the case.
  • Compiled evidence such as police reports, photographs, accident reconstruction reports.
  • Prepared simple wills and other healthcare-related documents.

Real Estate Paralegal

Chadwick & Stone
East Hartford, CT
09.2007 - 03.2008
  • Coordinated with other real estate agents to facilitate successful transactions.
  • Obtained payoff statements.
  • Ordered title searches, prepared Title Commitments and Policies.
  • Maintained accurate records of all real estate transactions.
  • Prepared all closing documents for purchases, refinances and sales.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Cultivated and maintained professional relationships with clients, real estate agents, lenders and escrow personnel.

Real Estate Paralegal

Law Offices of Richard I. Goldman
Springfield, MA
08.2002 - 11.2006
  • Coordinated with title companies to ensure timely delivery of title policies.
  • Reviewed and organized real estate documents, including title commitments, deeds and mortgages.
  • Prepared closing packages and handled post-closing matters.
  • Facilitated communications between clients, lenders, brokers and other parties involved in a transaction.
  • Obtained missing discharges of mortgages as needed and tax liens.
  • Recorded documents at the Registry of Deeds.

Education

Paralegal Certificate -

Salter Business School
Springfield, MA
01-2001

High School Diploma -

Gateway Regional High School
Huntington, MA

Certification

  • Connecticut Notary Public

References

References available upon request.

Summary

Driven Legal Assistant with over 20 years of experience in Workers' Compensation, Personal Injury, Probate Administration and Real Estate closings. Highly skilled at multitasking and prioritizing tasks to complete projects on time.

Skills

  • Client service and support
  • Proficient in MS Office
  • Document preparation
  • Administrative support
  • Case management
  • QuickBooks
  • Legal/Court Processes
  • Official Notary of the Public
  • Organizational Efficiency
  • Legal documentation

Timeline

Administrative Assistant

Development Associates
11.2022 - Current

Probate Paralegal

Alfano & Flynn
09.2021 - 11.2022

Legal Assistant

Law Office of Linda Bertolette
02.2019 - 10.2020

Probate Paralegal

Charter Oak Law Group
08.2016 - 07.2018

Probate Parlegal

Cummings, Lanza and Purnhagen
02.2013 - 08.2016

Legal Assistant

Starkweather & Kibler
07.2008 - 06.2012

Real Estate Paralegal

Chadwick & Stone
09.2007 - 03.2008

Real Estate Paralegal

Law Offices of Richard I. Goldman
08.2002 - 11.2006

Paralegal Certificate -

Salter Business School

High School Diploma -

Gateway Regional High School

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Lisa Glushien