Drobny Rosenthal Law Offices, PC | 04.2024 - Current
Conducted comprehensive legal research
Drafted and filed legal documents in compliance with local court requirements.
Organized and maintained case files and managed deadlines for 50+ cases at a time
Drafted, served, and responded to discovery requests
Assisted attorneys in pre-trial preparation and attended trial to provide live assistance
Assisted in obtaining key evidence through subpoenaing records from various sources such as financial institutions or medical providers.
Prepared detailed accountings of client assets
Legal Secretary
11 Months
Downey Brand LLP | 02.2023 - 01.2024
Provided secretarial services to four attorneys: managed calendars, assisted with billing, scheduled meetings, and managed incoming calls
Organized internal staff meetings, coordinating with IT, Building Services, external catering services, and external presenters
Conducted client interviews and gathered required preliminary information for Trust and Estate Planning, or Trust Administration and Probate services
Drafted basic estate planning documents; drafted and filed Probate forms
Monitored the status of all client work to ensure timely responses, and to ensure that all deadlines were met
Drafted and recorded affidavits, deeds, and related recorder forms
Worked with the litigation department as requested, arranging for the service of subpoenas and other discovery
Maintained detailed physical and electronic files and records
Established trusted working relationships with clients
Legal Assistant
1 Year 6 Months
California Probate And Trust, PC | 08.2021 - 02.2023
Managed approximately fifteen Probate and Trust Administration clients at once, working with attorneys to help guide clients from initial intake through final accounting and distribution
Drafted Petitions and Orders for Final Distribution, and prepared detailed accountings of estate assets
Assisted with incoming calls, reception, and Trust and Estate Planning as needed
Education
Bachelor of Science - Paralegal Studies
CLS By Barbari Via University of The Pacific | 02-2024
Bachelor of Arts - English And History
University of North Carolina At Chapel Hill | 05-2021