Paralegal

• Sep 2020 - Present

Paralegal

• Jan 2014 - Sep 2020

• Provide paralegal and administrative support for three estate planning attorneys serving the Sacramento region. • Collaborate with attorneys, fellow paralegals, and administrative assistants to ensure quality and timely service. • Serve as main point of contact for all clients, perform initial case assessment, and provide continual progress updates. • Prepare legal documents and general correspondence and schedule meetings, court hearings and teleconferences. • Draft initial documents including trust agreements, wills, powers of attorney, advance healthcare directives, HIPAA releases, general transfer agreements and certification of trusts, court orders and petitions. • Conduct research for chain of title for property sales to ensure clean titles. • Compose inter-spousal transfer deeds, trust transfer deeds, grant deeds, and quit claim deeds. • Proofread documents to ensure accuracy of copy, grammar, punctuation and spelling, revise, and finalize documents. • Manage client files with the highest levels of confidentiality and discretion. • Ensure that all paralegal work is completed in a timely manner with a focus on high quality work. • Support the legal team with maintaining calendars, coordinate work with other departments and enter billable time.

Private Investigator

• 1997 - 2010

• Conducted background investigations and other legal research for individuals, businesses, and the government. • Utilized proprietary databases and performed online research to compile confidential client information. • Ensured adherence to Gramm-Leach-Bliley Act at 15 U.S.C §6801 et. seq. and other privacy laws for all research. • Completed detailed client intakes to obtain client objectives and entered information into company database. • Performed skip traces to obtain location information for clients. • Prepared written reports to be presented to clients detailing investigative search results. • Collaborated with attorneys, paralegals, government agencies, business owners, and the public on projects. • Served as liaison between multiple attorneys involved in complex legal issues ensuring thorough communication. • Managed and communicated with third party vendors on behalf of attorneys and legal departments. • Delegated tasks to associates, staffed projects, tracked progress and updated managers, partners, and clients. • Created and implemented all policies, work flow processes, and work assignments.