Mia Womack
Irvine,CA
Summary
Enthusiastic estate planning paralegal with a passion for helping families protect their loved ones. Skilled in drafting trusts, wills, and other legal documents. Committed to maintaining a high-level of customer service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Paralegal
Brown & Streza LLP
08.2023 - 12.2023
- Implement best practices in drafting legal documents while maintaining attention to detail to minimize the risk of errors in complex revocable living trusts.
- Incorporate provisions for marital and bypass trusts to optimize tax efficiency and asset distribution.
- Complete thorough reviews of client financial portfolios to ensure accurate inclusion of assets within the revocable living trust structure.
- Prepare, manage, and record multiple real property deed transactions, optimizing workflow across three departments to meet tight deadlines and exceed client expectations.
Plan Coordinator
Morgan Law Group
05.2021 - 07.2023
- Assisted attorneys through utilization of the estate planning software, WealthCounsel; prepared trusts, wills, powers of attorney, advance healthcare directives, and asset funding instructions.
- Conducted two hour client meetings where I presented trusts, wills, and other ancillary documents to clients as well as answered any questions during and leading up to their signing appointments.
- Managed over 30 active files on six to seven week timelines adding new clients to my pipeline and disengaging clients every week; facilitated five to seven signing appointments per week.
Case Manager
Consumer Defense Law Group
10.2020 - 05.2021
- Managed over 90 active files, informed clients of upcoming hearings, scheduled meetings with the attorneys or myself, discussed settlement options and relayed information to opposing counsel.
- Assisted with filings related to wrongful foreclosure, unlawful detainer, and bankruptcy.
- Recorded and filed lis pendens, drafted discovery responses, and coordinated depositions.
Legal Assistant
The Ryan Firm
06.2019 - 12.2019
- Prepared and filed pleadings and motions relating to real property in state and federal courts.
- Maintained the office calendar ensuring that all attorneys were up-to-date on scheduled hearings and their opposition and reply due dates.
- Oversaw the firm's billing department including paying vendors, reviewing attorneys' time, and sending out all clients' month-end invoices.
Litigation Assistant
Bergener Mirejovsky
07.2018 - 06.2019
- Reported directly to the firm's top senior attorney with a myriad of responsibilities ranging from prior attorney liens and Minor's Compromises to litigation discovery and subpoena objections.
- Served as a liaison between clients, attorneys, insurance companies, courts, and banks.
- Streamlined the firm's Minor's Compromise process increasing the rate at which cases were approved (twice to three times as fast) and saved the firm money with less subsequent filings (on average $400).
- Negotiated prior attorney liens hitting at or above the firm's target every time.
5th Grade Teacher
Summit Preparatory Charter School
07.2016 - 02.2018
- Created and implemented daily and unit lesson plans for 5th grade in Science and Social Studies.
- Advocated for restorative justice and conscious classroom management trainings for all staff.
- Fostered a classroom that promoted self-sustaining learners who are proud of their identities.
Education
Paralegal Certification - Legal Studies
University of California, Irvine
Irvine, CA12.2022
Preliminary Credential - Elementary Education
Loyola Marymount University
Los Angeles, CA05.2017
Bachelor of Arts - Political Science
University of Notre Dame
Notre Dame, IN05.2016
Skills
- Strong written and public speaking abilities
- Dynamic team player able to easily forge relationships with leadership, peers, and clients
- Extremely organized when managing files and calendaring events
- Data-driven and solutions-oriented
Certification
Notary Public Commission (Expires 12/2025)
Timeline
Paralegal
Brown & Streza LLP
08.2023 - 12.2023
Plan Coordinator
Morgan Law Group
05.2021 - 07.2023
Case Manager
Consumer Defense Law Group
10.2020 - 05.2021
Legal Assistant
The Ryan Firm
06.2019 - 12.2019
Litigation Assistant
Bergener Mirejovsky
07.2018 - 06.2019
5th Grade Teacher
Summit Preparatory Charter School
07.2016 - 02.2018
Paralegal Certification - Legal Studies
University of California, Irvine
Preliminary Credential - Elementary Education
Loyola Marymount University
Bachelor of Arts - Political Science
University of Notre Dame