Maria Julia Carvalho
Deerfield Beach,,FL
Summary
High-energy, detail-oriented Estate Planning Paralegal with over 3 years of experience managing a high caseload of estate planning matters, including wills, trusts, powers of attorney, and other estate planning documents at a fast-paced, high volume Estate Planning firm. Proficient in document drafting, legal research, and coordinating with clients, attorneys, and accountants to ensure compliance with legal requirements while maintaining a high level of accuracy and attention to detail.
Overview
7
7
years of professional experience
Work History
Paralegal
Robert D. Schwartz, P.A.
01.2021 - Current
- Promoted from initial legal assistant position after 4 months based on exceptional performance and demonstrated expertise.
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and prenuptial agreements.
- Assist attorneys in managing a high-volume caseload of estate planning matters, ensuring timely preparation and filing of all required documents.
- Conduct legal research related to estate planning laws in accordance with the Florida Statutes.
- Maintain organized and accurate client files, including tracking deadlines, and ensuring compliance with state regulations.
- Coordinate client communications, including gathering essential information, scheduling meetings, and providing updates on case progress.
- Collaborate with financial advisors and accountants to ensure seamless estate planning and administration.
- Prepare documents for court filings and assist with trust administration matters.
- Review and analyze financial documents, asset inventories, and property appraisals to ensure accurate drafting of estate plans.
- Support attorneys in client consultations, offering assistance in explaining complex legal concepts related to estate planning.
Client Services Assistant
Office Edge
03.2019 - 01.2021
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Collaborated closely with team members to develop tailored solutions for each client''s unique requirements.
- Contributed ideas for process improvements during team meetings, leading to increased efficiency within the Client Services department.
- Served as a reliable point-of-contact for both internal teams and external clients, fostering seamless collaboration across projects.
Crew Member
Trader Joes
06.2018 - 02.2019
- Asked to assist with employee training within 4 months of employment.
- Training coursework: customer service, register and heavy machinery operation, facility maintenance, and inventory control.
- Routinely provide assistance during product demonstrations, ordering product, and unloading trucks.
- Manage schedule, accrued reserves, and pay via Ceridian Dayforce self-service portal.
Cashier/Bagger
Publix Super Markets, Inc.
09.2017 - 05.2018
- Handled cash and managed till.
- Bagged groceries and escorted customers to their vehicles.
- Welcomed/greeted customers and assisted them with product inquiries.
- Stocked shelves and maintained thorough knowledge of store merchandise.
- Cleaned customer-facing bathrooms.
Education
Bachelor of Arts - Communications With A Focus in Journalism
Southern New Hampshire University
Manchester, NH2026
Associate of Arts -
Palm Beach State College
Boca Raton, FL12.2020
High School Graduate -
Deerfield Beach High School
Deerfield Beach, FL01.2018
Skills
Soft Skills:
Bilingual: English and Portuguese
Problem-Solving & Critical Thinking
Attention to Detail & Accuracy
Time Management & Multitasking
Client Communication & Relations
Confidentiality & Ethics
Technical Skills:
Microsoft Office Suite (Word, Excel, Outlook)
WordPerfect Office X7
Setmore Scheduling Software
E-Filing Systems
Drafting and Reviewing Legal Documents
Legal Correspondence and Filing
References
References available upon request.
Timeline
Paralegal
Robert D. Schwartz, P.A.
01.2021 - Current
Client Services Assistant
Office Edge
03.2019 - 01.2021
Crew Member
Trader Joes
06.2018 - 02.2019
Cashier/Bagger
Publix Super Markets, Inc.
09.2017 - 05.2018
Bachelor of Arts - Communications With A Focus in Journalism
Southern New Hampshire University
Associate of Arts -
Palm Beach State College
High School Graduate -
Deerfield Beach High School
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