Experience

Shuttleworth & Ingersoll, P.L.C.

• United States
• Law Practice
• 1 - 100 Employee

• Legal Assistant

  • Jul 2019 - Present

  Provides legal administrative support to Donald L. Johnson and Linda M. Kirsch. Assist clients in office and over the phone. Responsible for preparing any and all necessary documents from beginning to end of the probate process. Frequently drafts correspondence to clients and to various financial institutions and insurance companies in order to gather accurate date of death values for all assets. Assists in the preparation of standard estate planning documents including Wills, Trusts and Power of Attorney documents. Responsible for the preparation of any and all necessary documents from beginning to end of the small claims eviction process.



Simmons Perrine Moyer Bergman PLC

• United States
• Law Practice
• 100 - 200 Employee

• Paralegal

  • May 2018 - Jul 2019

  Serves as point of contact on estate and trust administration files. Participates in face to face meetings with clients as well as frequent client phone calls. Responsible for preparing any and all necessary documents from beginning to end of the probate process. Frequently drafts correspondence to clients and to various financial institutions and insurance companies in order to gather accurate date of death values for all assets. Researches historical stock values in order to determine appropriate gain/loss values based on decedent's date of death. Prepares fiduciary tax returns and assists in the preparation of federal estate and Iowa inheritance tax returns.



Shuttleworth & Ingersoll, P.L.C.

• United States
• Law Practice
• 1 - 100 Employee

• Legal Assistant

  • Jun 2008 - May 2018