Shirley Rose
Alachua,FL
Summary
Dedicated Estate Planning Paralegal with 10 years' experience in trust administration and probate law. Expertise in managing complex legal documents, client relations, and asset transfers with precision. Proven track record of workflow optimization and enhancing client satisfaction.
Legal professional with strong skills in writing, organizing and project managing cases related to Estate Planning and Probate law. Expertly conducts research, collects client information and organizes files. Experienced working with diverse populations to optimize representation.
Legal professional with proven track record in providing comprehensive support to attorneys. Capable of managing complex legal documentation and ensuring case files are meticulously organized. Team-oriented and results-driven, always adapting to meet shifting priorities. Skilled in legal research and document preparation, valued for reliability and flexibility.
Paralegal motivated to continually improve and extend personal skills and knowledge to attain increased responsibility and opportunities for professional growth.
Experienced with legal research, document preparation, and case management. Uses organizational skills and attention to detail to maintain accurate case files and support attorneys effectively. Knowledge of legal procedures and protocols ensures seamless workflow and contributes to successful case outcomes.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
11
11
years of professional experience
Work History
Estate Planning and Probate Paralegal
Howard M. Rosenblatt, P.A.
10.2015 - Current
- Increased client retention by 25%
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Managed asset transfers of $2M
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Prepared legal briefs, motions, and pleadings.
- Conferred with clients and other involved parties to gather and track case information.
- Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm''s billing system.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Conducted detailed client intakes and entered information into company database.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
- Promoted a positive work environment by providing training and guidance to junior paralegals or interns as needed.
- Increased client satisfaction with thorough research and prompt response to inquiries.
- Assisted in drafting legal documents, ensuring compliance with court requirements and deadlines.
- Bolstered firm's reputation by consistently maintaining high standards of confidentiality and professionalism.
- Communicated pertinent information to clients via phone, email, and mail.
- Contacted clients to schedule appointments and discuss progress of cases.
- Researched statutes, decisions, legal articles, and codes.
- Interviewed clients to obtain information relevant to cases.
Education
Bachelor's Degree - Criminal Justice
St. Leo College
Gainesville, FL05-2015
Associate of Applied Science - Para-Legal Studies
Santa Fe Community College
Gainesville, FL05-2011
Skills
- Estate Planning
- Trust Administration
- Probate Process
- Legal Research
- Client Relations
- Document Management
- Asset Transfers
- Time Management
Languages
English
Native or Bilingual
Timeline
Estate Planning and Probate Paralegal
Howard M. Rosenblatt, P.A.
10.2015 - Current
Bachelor's Degree - Criminal Justice
St. Leo College
Associate of Applied Science - Para-Legal Studies
Santa Fe Community College