Experience

Haiman Hogue, PLLC. | Attorneys & Counselors at Law

• United States
• Law Practice
• 1 - 100 Employee

• Estate Planning, Probate and Trust Administration Paralegal

  • Apr 2022 - Present



Glast, Phillips & Murray, P.C.

• United States
• Law Practice
• 1 - 100 Employee

• Legal Assistant, Elliott Burdette P.C.

  • Jul 2019 - Jun 2021

  At Glast, Phillips & Murray, we believe in being different. Since 1992, we have been dedicated to building a lean, agile, and efficient law firm that offers a full range of legal services, including ... Estate Planning. • Handled all intake calls and screening leads for our team including high dollar litigation leads generated from multiple marketing sources. Managed and prioritized sales pipeline via frequent attorney communication and case management meetings. • Performed miscellaneous executive and office support including research. • Handled case file organization and support including scheduling and participating in client appointments, preparation of wills and trusts and ancillary documents and correspondence. • Assist with computer and technical support and transcription of client file notes and correspondence. • Responsible for personal billing and group billing support. • Probate filings and court interactions including attending hearings during Covid lockdown as Notary. • Responsible to work with clients to identify and fund trusts ensuring all assets converted to trust titling. • Communicate with clients regarding estate settlement items, deadlines and outlining responsibilities. Show less



Burdette & Rice PLLC

• United States
• Legal Services
• 1 - 100 Employee

• Legal Assistant to Managing Partner, Elliott Burdette

  • Nov 2017 - Jun 2019

  Burdette & Rice, PLLC, is a leading Dallas, Texas, probate law firm. Our attorneys focus on probate disputes and litigation as well as estate, trust and other related matters under Texas law. • Handled all intake calls and screening leads for the firm generated from multiple marketing sources including their proprietary website and referral provider subscription services. • Performed miscellaneous executive and office support including research. • Handled Managing Partner case file organization and support including scheduling and participating in client appointments, preparation of wills and trusts and ancillary documents and correspondence. • Assist with computer and technical support and transcription of client file notes and correspondence. * Coordinated with other associates and lawyers in the firm including accounting/billing manager, probate specialist, paralegals and attorneys. Show less



Augustus Holdings

• Dallas/Fort Worth Area

• Temp

  • Aug 2010 - Oct 2017



Heritage Auctions

• United States
• Retail Luxury Goods and Jewelry
• 400 - 500 Employee

• Trusts and Estates Specialist

  • Feb 2008 - Sep 2008

  Heritage Auctions is the largest collectibles auctioneer and third largest auction house in the world, as well as the largest auction house founded in the US. Established in 1976, Heritage offers a wide range of categories. • Provided individualized support for attorneys, trust officers and other fiduciaries seeking to appraise or liquidate tangible assets such as rare coins, collections and fine art. • Worked with diverse product categories and staff to accomplish mutual corporate objectives. • Created a database of professional fiduciaries to enable targeted marketing and results tracking. • Achieved implementation of fiduciary client segmentation resulting in consignments. Show less



U.S. Trust

• Financial Services
• 700 & Above Employee

• VP, Trust Sales Specialist

  • Dec 2006 - Nov 2007

  U.S. Trust specializes in the complex financial needs of wealthy individuals and families. For more than 200 years, their global perspective, breadth of capabilities, unique team approach and fiduciary platform have differentiated them from other private banks and enabled them to help manage and preserve wealth across generations. • Responsible for sales in several Premier Brokerage markets providing training and consultative services for prospective trust services clients. Reviewed estate planning documents and client assets to assist brokers with client and attorney discussions and facilitation of trust funding. • Supported field based sales consultants with onboarding of client assets into trust services. Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• AVP, Trust & Estate Settlement Officer

  • Oct 2003 - Nov 2006

  Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. • Coordinated the orderly process of complex trust terminations and pour-over will administration creating an action plan ranking priorities, steps and delegation. • Identified, researched and located persons or entities named to receive distributions from the trust. • Identified, secured and consolidated all assets including real estate, personal property, investments and insurance proceeds. • Handled debts and creditor claims. • Addressed a variety of legal issues retaining outside counsel for advice and representation. • Coordinated with real estate and tax departments. Directed the title transfer or sale of real estate. Gathered pertinent information to file final returns and prepare date-of-death valuations and basis step-up. • Distributed assets and/or established new trusts per terms. Sold securities and assets to raise cash and fulfill beneficiary elections. • Responded to volumes of inquiries generated from an ongoing caseload of approximately fifty trusts/estates with sensitivity and attention to each client's concerns. • Initiated proactive communication with beneficiaries concerning assets, process and timeline to reduce complaint escalations and negative customer service surveys. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Private Client Advisor

  • Aug 2000 - Nov 2001

  The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab. It is on the list of largest banks in the United States and is one of the largest brokerage firms in the United States. • Provided personalized portfolio services to affluent clients.• Offered specialized products; portfolio analysis, private equity funds, U.S. Trust fiduciary services, bond structuring and derivatives to support the common objective to preserve and protect wealth. Show less

• Group Support Manager

  • Jan 1992 - Aug 2000

  • Provided support to the regional SVP to enhance the success of our branch network of approximately 25 retail branch offices. • Assisted with communication and dissemination of corporate marketing initiatives and sales incentives. • Implemented conversions of technology and innovations.• Reviewed statistical data, incentives, budgets and compliance. • Handled escalated branch issues including business disruptions, facilities, human resources matters and client trading disputes. Show less

• Registered Representative

  • Oct 1989 - Dec 1991

  • Performed quote and trading services for equities and options. Performed routine operations services.• Conducted client seminars on new self-service quote and trading technology.