Taqiyyah Shah-Madison
Roosevelt
Summary
Dedicated and detail-oriented Paralegal with specialties in Trusts and Estates, Real Estate and litigation. Extensive experience in estate planning, probate administration, and modest to high-net-worth client management. Specialized in developing and implementing private wealth strategies that protect and grow clients’ assets. Committed to providing exceptional support to legal teams, ensuring compliance with applicable laws and the highest standards of client service. Seeking to leverage expertise in trusts and estates to contribute to a reputable law firm focused on safeguarding the legacies of individuals and families.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Trusts and Estates Litigation Paralegal
Novick & Associates, P.C.
Huntington
10.2023 - 05.2025
- Managed diverse caseloads in estate and trust administration and litigation, providing timely legal support.
- Drafted and reviewed legal correspondence, facilitating effective communication with clients and stakeholders.
- Assisted in preparing tax returns for estates and trusts, optimizing financial strategies with accountants.
- Engaged in all phases of litigation related to trust disputes, drafting critical motions and pleadings.
- Managed case files for contested wills and trusts, maintaining meticulous records for legal arguments.
- Oversaw real estate assets within estate plans, coordinating property appraisals and title transfers.
- Reviewed and organized legal documents, such as pleadings, motions, and briefs.
- Drafted discovery responses including interrogatories and requests for production of documents.
- Coordinated subpoena services and other support activities for legal office.
- Filed pleadings and paperwork with court clerk to meet strict deadlines.
- Organized exhibits for trial by preparing materials and supporting documentation.
- Managed discovery process, including drafting discovery documents and coordinating document production.
Real Estate and Estate Planning Paralegal
DeSocio & Associates
Oyster Bay
02.2023 - 10.2023
- Prepare and drafted estate planning documents, including wills, trusts, powers of attorney and healthcare directives ensuring accuracy and compliance with standards for wills and trusts.
- Gathered information from public records for various real estate transactions.
- Researched zoning ordinances, deed restrictions and other legal documents related to properties.
- Conducted due diligence on potential real estate transactions.
- Facilitated communications between clients, lenders, brokers and other parties involved in a transaction.
- Reviewed and organized real estate documents, including title commitments, surveys, deeds and mortgages.
- Conducted due diligence on property transactions, analyzing title reports to identify legal issues.
- Collaborated with clients, agents, title companies and attorneys to facilitate transactions and ensure adherence to real property laws.
- Organized case files for closings, maintaining accuracy in documentation for estate administration.
- Assisted in preparing closing documents and followed up post-closing to ensure compliance with legal requirements.
Business Loan Coordinator/Legal Compliance
NYCB
Hicksville
02.2022 - 08.2022
- Managed comprehensive documentation for diverse business loan portfolio, ensuring accuracy and regulatory compliance.
- Collaborated with financial institutions and clients to gather information for loan applications, enhancing client relationships.
- Analyzed financial records to prepare reports assessing loan viability, demonstrating strong analytical skills.
- Streamlined coordination of loan closing processes, ensuring adherence to legal and procedural requirements.
- Facilitated communication among clients, lenders, and legal teams to ensure cohesive collaboration.
- Reviewed UCC filing status with local authorities to verify compliance of all necessary recordings.
Litigation Paralegal
Bond, Schoeneck and King
Garden City
03.2020 - 08.2021
- Executed case management for three associates, managing high-volume caseloads and all litigation phases from inception to trial.
- Coordinated organization of case files, calendar maintenance, and deadline tracking to ensure timely case progression.
- Assisted in discovery process by drafting and responding to interrogatories, requests for production, and subpoenas.
- Conducted document reviews and managed e-discovery platforms for organized discovery exchanges.
- Collaborated with attorneys in preparing estate planning documents, including wills, trusts, and powers of attorney.
- Performed in-depth legal research and analysis on trust and estate law for compliance assurance.
- Assisted in collecting and liquidating deceased’s assets efficiently.
- Transitioned from temporary employment to full-time permanent position due to performance excellence.
Litigation Paralegal
Martin Clearwater Bell
East Meadow
09.2019 - 01.2020
- Conducted legal research and analyzed documents to support attorneys during trials and meetings.
- Organized expert materials for review in both digital and hard copy formats.
- Coordinated with Risk Management to track status of requested records and films.
- Maintained confidentiality of client matters while ensuring compliance with HIPAA regulations.
- Prepared discovery responses for plaintiffs and co-defendants by compiling necessary records.
- Facilitated trial preparation by assembling trial binders, preparing exhibits, and organizing witness logistics.
- Provided on-site support during trials, ensuring attorneys accessed essential documents promptly.
Corporate Paralegal
Birzon & Associates
Smithtown
07.2018 - 07.2019
- Prepared and drafted estate planning documents, including wills, trusts, healthcare proxies, and powers of attorney.
- Coordinated commercial real estate transactions, ensuring accurate documentation for acquisitions, dispositions, and leasing.
- Conducted detailed title and survey reviews to identify issues, collaborating with title companies and surveyors.
- Managed preparation and review of legal documents such as purchase agreements and closing documents.
- Assisted in private equity transactions by supporting attorneys with document preparation and due diligence.
- Collaborated with corporate legal teams on mergers, acquisitions, joint ventures, and asset management.
- Performed thorough legal research to ensure compliance with regulations in corporate law cases.
- Drafted, reviewed, and finalized contracts and agreements to align with client objectives.
- Developed effective filing systems for easy retrieval of information when needed.
Education
Bachelor’s Degree - Legal Studies
St. John’s University
Queens, NY01.2010
Associate’s Degree - Business Administration and Legal Studies
Nassau Community College
Garden City, NY01.2005
Skills
- Estate planning and trust formation
- Probate administration
- Title examination and insurance
- Real estate transactions
- Deed preparation and review
- Trust administration
- Notary services
- Contract analysis
- Pleadings and motions drafting
- Case management and discovery
- Litigation support
- Legal research expertise
- Document management systems
- Communication skills
- Attention to detail
- Multitasking in dynamic environments
Certification
- New York State Real Estate License
- New York State Notary Agent/Remote Notary
References
References available upon request.
Timeline
Trusts and Estates Litigation Paralegal
Novick & Associates, P.C.
10.2023 - 05.2025
Real Estate and Estate Planning Paralegal
DeSocio & Associates
02.2023 - 10.2023
Business Loan Coordinator/Legal Compliance
NYCB
02.2022 - 08.2022
Litigation Paralegal
Bond, Schoeneck and King
03.2020 - 08.2021
Litigation Paralegal
Martin Clearwater Bell
09.2019 - 01.2020
Corporate Paralegal
Birzon & Associates
07.2018 - 07.2019
Bachelor’s Degree - Legal Studies
St. John’s University
Associate’s Degree - Business Administration and Legal Studies
Nassau Community College
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