Reading and learning, Siamese cats, travel, family
Open To Work
Meighan Monroe
Probate and Estate Planning Paralegal
St. Petersburg,FL
Summary
Dynamic and diligent probate and estate planning paralegal skilled in drafting legal documents and managing probate case administration. Expertise in client communication, attention to detail, and problem-solving contributes to seamless case management and enhances client satisfaction.
Overview
22
22
years of professional experience
Work History
Paralegal
Diamond Law Firm
06.2024 - Current
- Drafted in Westlaw, proofread, and filed probate documents for summary, formal, ancillary, and trust administrations, meeting all deadlines.
- Communicated with clients to gather information and provide status updates.
- Prepared and proofread Advance Planning Documents, wills, deeds, and client correspondence.
- Reviewed, summarized, and analyzed probate files for attorney review.
- Utilized Leap case management software.
Paralegal
Battaglia, Ross, Dicus & McQuaid
01.2022 - 06.2024
- Drafted, proofread, and filed probate documents for summary, formal, ancillary, trust administrations, and guardianships.
- Prepared Advance Planning Documents, wills, deeds, and client correspondence.
- Submitted Medicaid applications and recertifications.
- Prepared final accountings of probate administrations.
- Used Simplifile, Florida ePortal, and LawPay.
- Drafted and filed name changes.
- Basic civil drafting and setting hearings.
Paralegal
Rosenkranz Elder Law Firm
09.2020 - 12.2021
- Submitted Medicaid applications and recertifications.
- Communicated with the Florida Department of Children and Families (DCF) and with clients.
- Composed case summaries and utilized the DCF manual to explain unusual cases.
- Prepared Advance Planning Documents, wills, deeds, and client letters.
- Coordinated spousal support without dissolution of marriage cases with a family law paralegal at another firm.
- Gathered and organized case paperwork and financial documents.
Teacher
Pinellas County Schools
09.2003 - 01.2020
- Taught Chemistry for 7 years
- Various teaching roles in grades 1-5
Education
Paralegal Certificate -
St. Petersburg College
St. Petersburg, Florida05.2022
M.Ed. - Elementary Education
The Ohio State University
Columbus, OhioB.A. - Communications, Psychology
Otterbein University
Westerville, OhioSkills
- Florida notary public
- Problem solving
- Proofreading and editing
- Meets all deadlines
- Networking and problem solving
- Adaptability
- Rule adherence
- Document drafting
- Case management
- Probate filing
- Time management
- Team collaboration
- Organizational skills
- MS Office proficiency
Hobbies and Interests
- Have traveled to 16 countries with a particular interest in Asia.
- Conducted a trip of 8 middle school students to Japan for Clearwater Sister Cities.
- Read at least 150 books per year in a variety of genres including
- Lifelong owner of Siamese cats and newer to Ragdolls.
- Proud aunt of four.
References
References available upon request.
Certification
Paralegal Certificate
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
I initiated and executed a thorough will safe clean out in a storage facility with no air conditioning for an attorney who has been practicing for over 40 years. I learned everything on the job, although my paralegal certificate was a valuable learning experience.
Quote
Nothing is a waste of time if you use the experience wisely.
Auguste Rodin
Interests
Timeline
Paralegal
Diamond Law Firm
06.2024 - Current
Paralegal
Battaglia, Ross, Dicus & McQuaid
01.2022 - 06.2024
Paralegal
Rosenkranz Elder Law Firm
09.2020 - 12.2021
Teacher
Pinellas County Schools
09.2003 - 01.2020
Paralegal Certificate -
St. Petersburg College
M.Ed. - Elementary Education
The Ohio State University
B.A. - Communications, Psychology
Otterbein University
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