Raquel Palazzolo, BMSE, CP
Trusts and Estates Paralegal at Carolina Estate Planning- Claim this Profile
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Topline Score
Bio
Wes Hammond
Raquel was a great addition and contributed well as part of the team. She was always attentive and engaged in her work, which made working with her a pleasure. She's a true people-person and represented us well when communicating with customers.
Neil Brown
Raquel is an excellent content writer and helped us produce blog and social media content for our clients and our agency, as well as handle various marketing and website related projects. She brings a lot of creative energy and enthusiasm to the workplace.
Wes Hammond
Raquel was a great addition and contributed well as part of the team. She was always attentive and engaged in her work, which made working with her a pleasure. She's a true people-person and represented us well when communicating with customers.
Neil Brown
Raquel is an excellent content writer and helped us produce blog and social media content for our clients and our agency, as well as handle various marketing and website related projects. She brings a lot of creative energy and enthusiasm to the workplace.
Wes Hammond
Raquel was a great addition and contributed well as part of the team. She was always attentive and engaged in her work, which made working with her a pleasure. She's a true people-person and represented us well when communicating with customers.
Neil Brown
Raquel is an excellent content writer and helped us produce blog and social media content for our clients and our agency, as well as handle various marketing and website related projects. She brings a lot of creative energy and enthusiasm to the workplace.
Wes Hammond
Raquel was a great addition and contributed well as part of the team. She was always attentive and engaged in her work, which made working with her a pleasure. She's a true people-person and represented us well when communicating with customers.
Neil Brown
Raquel is an excellent content writer and helped us produce blog and social media content for our clients and our agency, as well as handle various marketing and website related projects. She brings a lot of creative energy and enthusiasm to the workplace.
Credentials
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Basics of Estate Administration
North Carolina Bar Association (NCBA)Jan, 2023- Oct, 2024 -
CloudNine Concordance
National Society for Legal TechnologyApr, 2022- Oct, 2024 -
Outlook 2019
National Society for Legal TechnologyApr, 2022- Oct, 2024 -
TrialDirector 6
National Society for Legal TechnologyApr, 2022- Oct, 2024 -
Microsoft Teams
National Society for Legal TechnologyMar, 2022- Oct, 2024 -
Certified Paralegal - Westlaw Edge
Thomson ReutersFeb, 2022- Oct, 2024 -
Word 2019
National Society for Legal TechnologyFeb, 2022- Oct, 2024 -
Clio
National Society for Legal TechnologyJan, 2022- Oct, 2024 -
Technology and Innovation for Legal Professionals
Udemy: Online CoursesDec, 2021- Oct, 2024 -
Notary Public
Secretary of StateFeb, 2019- Oct, 2024 -
Power To Arrest and 4HR WMD Course
BSIS
Experience
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Carolina Estate Planning
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United States
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Legal Services
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1 - 100 Employee
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Trusts and Estates Paralegal
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Jan 2023 - Present
Independently develop first draft Inventory and Accounting court forms and supporting documentation; meet with attorneys to review and discuss draft inventories and accountings; independently draft other legal documents of all kinds related to Estate Administration and discuss drafts with attorneys during attorney review phase; develop and create internal training videos; develop and create office and legal task checklists; design and create policies and procedures virtual handbook; draft legal blogs for firm website; conduct legal research; ensure that case tasks are managed efficiently; delegate tasks to administrative personnel and attorneys as part of case management process; review all open matters on a monthly basis, updating WIP status report on each case Show less
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Trusts and Estates Legal Assistant
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Dec 2022 - Jan 2023
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Pinto Coates Kyre & Bowers, PLLC
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Law Practice
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Legal Assistant
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Jun 2019 - Jul 2022
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Legal Assistant
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Oct 2018 - Jun 2019
Handle calls, draft correspondence, prepare files for court, help maintain up-to-date client records. Handle calls, draft correspondence, prepare files for court, help maintain up-to-date client records.
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Brown Creative Group
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United States
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Design Services
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Copy Writer and Social Media Manager
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Jan 2017 - May 2017
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Challenger Schools
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United States
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Education Administration Programs
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1 - 100 Employee
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Teacher
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Aug 2013 - Aug 2015
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Education
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Golden State Baptist College
Bachelor of Ministry in Secondary Education
Community
