Experience

Schell Bray PLLC

• United States
• Law Practice
• 1 - 100 Employee

• Paralegal

  • Feb 2019 - Present



Terri Hilliard, PC

• Westlake Village, California

• Paralegal

  • May 2016 - Feb 2019

  Estate, Elder and Special Needs Law Paralegal. Draft, review and generate estate plan documents, such as Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, Wills, Powers of Attorney, Advance Health Care Directives, Assignment of Business Interests, Grant Deeds and Corrective Deeds Draft, review and generate Trust Administration documents, including Certification and Affidavit of Trust, Small Estate Affidavits, Notice to Heirs and Affidavit Death of Trustee Prepare Conservatorship and Probate Matter Judicial Council Forms for filing with the court. Adhere to filing deadlines. Compose correspondence to government agencies Review client files, interpret information and enter legal data. Perform research as needed. Communicate with clients via correspondence and phone to gather information and respond to client inquiries. Handle confidential information with integrity. Coordinate and balance multiple tasks in a time sensitive manner while maintaining attention to detail and adapting tasks to priority changes. Track and record time for billable Matters. Legal Software - WealthCounsel, ElderDocs, MyCase, Time Matters Microsoft Word and Microsoft Outlook



Hilliard Hopkins, LLP

• Westlake Village, CA

• Paralegal

  • Oct 2013 - May 2016

  Estate, Business and Special Needs Planning Estate, Business and Special Needs Planning



Hilliard Olson Law and Mediation

• Westlake Village, CA

• Paralegal

  • Oct 2011 - Oct 2013

  Estate, Elder and Special Needs Law Estate, Elder and Special Needs Law



Kenneth E. Devore and Associates

• Westlake Village, CA

• Paralegal

  • Jan 2011 - Sep 2011

  Estate Planning Estate Planning