TAMI SZUCH
Geneva,OH
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
26
26
years of professional experience
Work History
Mass Tort Paralegal
DiCello Levitt LLP
09.2022 - 09.2024
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Edited and proofread legal documents to verify accuracy.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Probate Paralegal
Reminger Co., LPA
01.2015 - 09.2022
- Case Management and Administration of Guardianship, Conservatorship, Estate, Trust, and VA Client Files from beginning to end of case
- Administrative Q&A, determining known assets of Ward/decedent, and establish appropriate course of action
- Familiar with court rules and filings, as well as electronic filing and procedures required throughout most Ohio counties
- Manage all guardianship/conservatorship/estate/trust checking accounts through final distributions
- Proficient in applying for Medicaid approval for elderly clients, when necessary, and working annually with Medicaid to maintain one’s eligibility
- Expert communication skills with clients, realtors, appraisers, home inspection services, lenders, accountants, and insurance/surety bond brokers, assisted living facilities, long term care facilities, insurance companies, property management firms
- A reliable, dedicated, and detail-oriented asset to probate and estate/trust administration attorneys
- File management ranged from 60-90 active files at a time in the probate arena of guardianships, conservatorships, estates, and trusts/
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
Legal Assistant
SMITH & CONDENI LPA
01.2013 - 01.2015
- Performed all tasks relative to estate planning and elder law, including Financial Powers of Attorney, Healthcare Directives, Wills, Trusts, VA Applications for Aid & Attendance, Medicaid, and Social Security Disability.
- Determining known assets of clients and assisting with transfer of assets to trust and preparing appropriate beneficiary designation forms for all real estate
- Arranged client meetings for the purposes of reviewing estate planning documents and assist the clients with navigating through the execution of their estate planning documents
- Case managed several guardianship, estate and trust administration cases for my direct attorneys, including all probate filings required for same, and calendaring of all court deadlines.
Corporate/Personal Injury Legal Assistant
Faulkner, Garmhausen, Keister & Shenk Co., LPA
01.1999 - 01.2011
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Managed high-volume workload while maintaining strict attention to detail on every task such as drafting pleadings or summarizing depositions accurately.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion,
Education
Some College (No Degree) - Paralegal Studies
Edison State College
Piqua, OHHigh School Diploma -
Geneva High School
Geneva, OHSkills
- Litify
- Docrio
- Needles
- Worldox
- Puritas Springs
- QuickBooks
- Net Docs
- Excel
- Word
- Outlook
- Power Point
- Proficient in MS Office
- Case Management
- Client Communication
- Calendar Management
- Legal Document Preparation
- Multitasking
- Good Judgment and Decision Making
- Teamwork and Collaboration
- Time Management
Personal Information
Title: Paralegal
Timeline
Mass Tort Paralegal
DiCello Levitt LLP
09.2022 - 09.2024
Probate Paralegal
Reminger Co., LPA
01.2015 - 09.2022
Legal Assistant
SMITH & CONDENI LPA
01.2013 - 01.2015
Corporate/Personal Injury Legal Assistant
Faulkner, Garmhausen, Keister & Shenk Co., LPA
01.1999 - 01.2011
Some College (No Degree) - Paralegal Studies
Edison State College
High School Diploma -
Geneva High School
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