Shelly Bordon
Boalsburg,PA
Summary
Experienced Paralegal with over 20 years in the legal field, skilled in corporate law, probate law estate, legal drafting, and document management. Proven ability to support legal teams and manage complex matters effectively.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Trusts and Estates Paralegal
McQuaide Blasko, Inc.
07.2021 - 12.2025
- Enter all administrative and financial data into tax and accounting program.
- Assist attorneys in drafting probate documents and correspondence.
- Manage estate files, ensuring organization and meet deadlines and milestones in the estate administration process.
- Obtain and review bank, brokerage, and other financial statements.
- Collaborate with clients to gather information and provide updates on case status.
- Liaise with other paralegals and legal staff to complete common tasks on schedule and determine the best course of action for administering estates
- Handle asset transfer and claim forms
- Use Microsoft Excel to prepare estimated PA inheritance tax calculations and schedules of distribution
- Manage processes for approximately 55 estate administration files, ensuring compliance with legal requirements and assist clients with their needs.
Paralegal
AccuWeather
09.2019 - 03.2021
- Assisted at board meetings, collaborated with finance department on managing invoices
- Oversaw IP management.
- Helped with other corporate functions and human resources/employment/immigration matters including employee visas.
- Handled expenses and travel arrangements for board members.
- Conducted research to support numerous entities' state compliances.
- Reviewed legal documents including weather contracts.
Senior Corporate Paralegal
Wilentz, Goldman & Spitzer, P.A.
03.2000 - 04.2019
- Assisted Business Law and Financial Services teams with business transactions, research, and maintenance of corporate records.
- Drafted and reviewed complex legal documents, ensuring compliance with corporate regulations and standards.
- Managed corporate record books.
- Coordinated with attorneys enhancing workflow efficiency within teams.
- Drafted formation and foreign qualifications documents
Education
Bachelor of Science - Management
Kean University
Union, NJAssociate of Applied Science - Legal Assistant
Middlesex College
Edison, NJSkills
- Prepares Pennsylvania Inheritance Tax returns
- Prepares Probate documentation
- Knowledge of EstateVal (EVP) and Savings Bond Wizard
- High accuracy for detail
- Meticulously organized
- Assists with administration of estates from start to finish
- Draft correspondence and legal forms
- Excels in workload management
- Proficient in Microsoft Office
- Proficient in Lackner 6-1
- Exemplary skills to communicate with clients and attorneys, with the goal of facilitating the estate process
- Thrives in fast-paced environment
- Works well independently
Certification
Pennsylvania Notary Public
Timeline
Trusts and Estates Paralegal
McQuaide Blasko, Inc.
07.2021 - 12.2025
Paralegal
AccuWeather
09.2019 - 03.2021
Senior Corporate Paralegal
Wilentz, Goldman & Spitzer, P.A.
03.2000 - 04.2019
Bachelor of Science - Management
Kean University
Associate of Applied Science - Legal Assistant
Middlesex College