C. Paige Cabral
Sacramento,CA
Summary
Highly experienced Probate, Trust Administration, and Estate Planning attorney seeking a challenging position and growth with an established law firm.
- Proven background in finance, marketing, sales and business
- 15+ years in client-facing roles
- 10+ years in legal profession
Graduated with
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Attorney
Hoffman & Hoffman
Folsom , CA
2023.03 - Current
- Led the establishment and execution of comprehensive estate plans, overseeing the process from initial consultation to final documentation.
- Managed a legal advice hotline, providing expert guidance across diverse areas of law.
- Proficiently utilized Abacus and Clio for case and client management, and optimized workflow.
- Supervising attorney during the absence of principal attorneys, showcasing leadership skills and ensuring seamless day-to-day activities.
- Conducted court appearances in probate, conservatorship, and family law matters.
- Drafted persuasive demand letters and communicated effectively with opposing counsel, contributing to successful negotiations and resolutions.
Attorney, Solo Practioner
C. Paige Cabral, Attorney at Law
Sacramento , CA
2018.05 - 2023.03
- Advised individuals and families on matters of estate planning, business succession and asset protection.
- Facilitated all aspects of the estate planning process including preparing and executing documents, scanning and organizing client binders, and filing property transfers.
- Assisted business clients navigate on matters within the business cycle: entity formation, shareholder agreements, corporate resolutions.
- Maintained steady book of business through referrals, networking as an event host, and connections developed within the wine community.
Client Services Specialist
Financial Strategies of California
Sacramento , CA
2020.01 - 2022.01
- Recruited as client relations specialist for national financial advisor.
- With specialized knowledge of FINRA and company compliance policies, created dynamic training guides and courses to help manage day-to-day operations of more than 2,000 active clients.
- Advised on advanced legal matters arising from client servicing including trustee powers, and complex beneficiary designations.
Financial Services Specialist
New York Life
Roseville , CA
2018.12 - 2020.01
- Identified and implemented wealth strategy plans for individuals and business owners considering crucial tax and legal implications.
- Advised on generational planning, heirs' succession, and exit strategies for retirement and family planning.
Associate Attorney
William L. Walker, Attorney at Law
Fair Oaks , CA
2017.08 - 2018.05
- Associate attorney in boutique Estate and Business Planning firm.
- Lead attorney and point-of-contact for >75 clients in 9 months.
- Drafted and reviewed pertinent legal documents including with exceptional attention to detail, research and writing skills
- Advised clients on intricacies of law, fostering informed understanding of legal rights and obligations.
- Maintained case management system for tracking correspondence, deadlines and case workflow.
- Delegated tasks to legal staff based upon strength, expertise and experience.
Senior Fund Accountant
State Street Bank and Trust Company
Sacramento , CA
2015.03 - 2017.08
- Senior portfolio accountant in fast-paced deadline-driven production team.
- Prepared timely and accurate net asset values, yields, distributions and other fund accounting output.
- Maintained expertise in fixed income, equity and derivatives funds, daily NAV valuation, expense management and trade reconciliation.
- Creator and Project Manager for comprehensive operations guides for department-wide use.
- Facilitated classroom and digital trainings with advanced use of Microsoft OneNote, Excel and PowerPoint
- Recipient of 2016 Above and Beyond Award for Risk Excellence
Discovery Clerk
Green Street Law Group
San Francisco , CA
2014.09 - 2015.03
- Discovery clerk performing paralegal and eventually attorney tasks at busy criminal defense firm.
- Interviewed witnesses, drafted requests for evidence, filed court motions, and gathered public record research relevant to each case.
- Reviewed discovery responses for relevance and inclusion in motions, requiring understanding of legal elements and application through case law.
- Appeared at client arraignment hearings and attended phone hearings when requested by attorneys.
- Coordinated implementation of CRM and case tracking through use of Dropbox and MyCase.
Education
J.D. -
University of San Francisco
San Francisco, CA05.2012
Bachelor of Arts - Philosophy
University of California - Davis
Davis, CA03.2009
Skills
- Areas of Practice: Estate Planning, Trust & Probate Administration, Business Governance & Operations
- Advanced Research, Keyword and Boolean Searches
- Expertise with LexisNexis, Westlaw, CEBForms, Abacus, MyCase, Atticus
- Microsoft Word, OneNote, Outlook, PowerPoint
- Highly Experienced with Microsoft Excel and Visual Basic (VBA), Google Suite
- Typing Speed ~95 wpm
Certification
Admitted to California Bar, Third District Court of Appeal - June 2014
Timeline
Associate Attorney
Hoffman & Hoffman
2023.03 - Current
Client Services Specialist
Financial Strategies of California
2020.01 - 2022.01
Financial Services Specialist
New York Life
2018.12 - 2020.01
Attorney, Solo Practioner
C. Paige Cabral, Attorney at Law
2018.05 - 2023.03
Associate Attorney
William L. Walker, Attorney at Law
2017.08 - 2018.05
Senior Fund Accountant
State Street Bank and Trust Company
2015.03 - 2017.08
Discovery Clerk
Green Street Law Group
2014.09 - 2015.03
J.D. -
University of San Francisco
Bachelor of Arts - Philosophy
University of California - Davis
Admitted to California Bar, Third District Court of Appeal - June 2014
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