Teressa Duarte
2325 Silver Creek Circle, Antioch,CA
Summary
- Experienced Paralegal and Certified Notary Public known for meeting deadlines and utilizing a strong legal skill set. Proficient in computer and communication skills, with a meticulous attention to detail and exceptional organizational ability. Demonstrates independent judgment in handling legal and contractual matters while maintaining strict confidentiality.
Overview
21
21
years of professional experience
Work History
Paralegal/Executive Administrative Assistant
Braddock Family Office
Walnut Creek
09.2020 - 07.2024
- Assisting with oversight of outside professional vendors in trust and estate administration
- Assisted in preparing various types of legal documents, including contracts and agreements
- Assisting with the ongoing management of commercial real estate assets
- Entity housekeeping, including tracking deadlines and managing Secretary of State filings for various entities
- Managed and organized client files in accordance with established protocols
- Paralegal and clerical functions, as needed
- Handled confidential information in a discreet manner
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Paralegal
Bohne Law Group
01.2015 - 08.2020
- Extensive knowledge in providing a wide range of complex administrative functions of trusts and estate planning process, and related correspondence
- Support attorneys with all aspects of the formation of corporations, partnerships, and limited liability companies
- File various documents with the courts, county assessors, and recorders' offices
- Collect confidential client information and financial data in preparation of asset inventory spreadsheets
- Assist with processing and assembly of estate tax returns
- Perform title search with Data Tree
- Prepare and record deeds with various county recorders in and out of state.
Legal Assistant
Bohne Law Group
01.2007 - 01.2015
- Demonstrated extensive knowledge in providing various administrative functions for the trusts and estate planning process, along with managing related correspondence.
- Assisted attorneys in establishing corporations, partnerships, and limited liability companies
- File various documents with the courts, county assessors, and recorders' offices.
- Collect confidential client information and financial data in preparation of asset inventory spreadsheets.
- Assist with processing and assembly of estate tax returns.
- Prepare and record deeds with various county recorders in and out of state.
- Monthly database management.
- Maintained client confidentiality in all matters.
- Prepare client engagement documentation.
- Answer multi-line phone system.
Legal Assistant/Office Manager
Blackstock & Barsell Attorney at Law
01.2004 - 01.2006
- File various documents with the courts
- Process trusts, wills, durable powers of attorney and medical healthcare powers
- Prepare and record deeds with various county recorders in and out of state
- Prepare billing statements
- Manage accounts payable and accounts receivable in QuickBooks.
Education
Paralegal Certificate Course -
California State University, Monterey Bay
01-2015
Course Work, Business English, Accounting -
LMC
01.2004
Certificate of Completion, Microsoft Office Suite 2000 -
OPTIC
01-2004
Skills
- Certified Notary Public
- Detail oriented, quick learner
- Excellent communication skills
- Legal research skills
- Contract Review
- File and Records Management
- Proficient in MS Office
- Document Preparation
Timeline
Paralegal/Executive Administrative Assistant
Braddock Family Office
09.2020 - 07.2024
Paralegal
Bohne Law Group
01.2015 - 08.2020
Legal Assistant
Bohne Law Group
01.2007 - 01.2015
Legal Assistant/Office Manager
Blackstock & Barsell Attorney at Law
01.2004 - 01.2006
Paralegal Certificate Course -
California State University, Monterey Bay
Course Work, Business English, Accounting -
LMC
Certificate of Completion, Microsoft Office Suite 2000 -
OPTIC
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