Sarah Yurkiewicz

Corporate

• Assist with formation of entities such as LLC's and Corporations including preparation of entity organizational documents, i.e., Secretary of State Applications, Operating Agreements, Unit/Share Certificates, Minutes, Affidavits, Corporate Resolutions and EIN retrieval from the IRS.
• Create and maintain corporate record books.
• File Amendments and dissolve companies and corporations with the appropriate state agencies.

Estate/Succession Planning

• Handle multiple clients through the estate planning process. Preparation of estate planning documents including, but not limited to Revocable Living Trusts, Trust Amendments, Wills, Power of Attorney, Advanced Healthcare Directives, etc.
• Assist clients in funding their Trusts including real property transfers and business interest transfers. General
• Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
• Entered new cases into company database, by developing and maintaining filing and retrieval systems.
• Edited legal documents to verify accuracy.
• Liaised with other paralegals and legal staff to complete common tasks on schedule.
• Communicated pertinent information to clients via phone, email, and mail.
• Revised and finalized letters, and memos.

• Communicated with clients to identify their financial needs, make recommendations, overcome objections and close sale.
• Passed N.M.L.S. Mortgage loan originator test on first attempt (there is only 54% pass rate).
• Reviewed and analyzed financial statements, tax returns and verified client information.
• Consistently hit 150%+ to goal.
• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Explained technical financial information to applicants in easy to understand language.
• Promoted several times within first 8 months.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings

• Performed general clerical and secretarial duties.
• Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
• Managed accounts and client records of clients, observing confidentiality and extreme discretion.
• Helped with intake of new clients and materials by setting up files and documenting important information.
• Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
• Executed record filing system to improve document organization and management.
• Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
• Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.