Experience

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  Moore and waksler

  Jan 1998 - Jan 2007

  Paralegal

  Paralegal -PAM KELLER -Estate Planning, Probate and Guardianship, Civil LitigationInitial meeting with clients, professional and family guardians, accountantsPrepare of annual guardianship reports Assist in trial preparation, depositions, hearings, arbitrations, mediationsLeft with Attorney Pam Keller to open a new law practice

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  Keller law office

  Jan 2007 - Jan 2009

  Paralegal

  Paralegal - PAM KELLER- Estate Planning, Probate and Guardianship, Civil LitigationAssist Board Certified attorney PAM KELLER in setting up new law practice, assist with hiring of staff Maintain all probate and guardianship case filesRoutinely meet with clients, professional and family guardians, accountantsAssist in trial preparation, depositions, hearings, arbitrations, mediations

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  Sachs sax caplan

  Jan 2011 - Jan 2012

  Legal assistant paralegal

  Temp to Perm Assignment -Paralegal -Commercial Litigation Team Draft correspondence, prepare subpoenas, schedule hearings, mediations; draft pre-trial motions, calendar depositions, hearings and mediations during pre-trial preparation Maintain attorney trial notebooks and exhibit notebooks

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  Lee a. rosenthal

  Jan 2013 - Jan 2013

  Paralegal legal assistant

  Paralegal - Estate Planning, Probate and Guardianship administrationResponsible for drafting probate, guardianship and estate planning documents, incoming phone calls, scheduling hearings, client conferences; prepare guardianship annual reportsKnowledge of the Florida Probate Rules and the Florida e-filing portal required Mr. Rosenthal retired early and closed his law practice in November, 2013

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  Ward damon, wpb

  Jan 2013 - Jan 2015

  Paralegal legal assistant

  Responsible for drafting, review and finalizing foreclosure and eviction complaint packages; run Bankruptcy and Military searches throughout the foreclosure process, e-file documents and monitor Clerk's dockets and Court email for issued summons, answers to complaints, send summons to third party vendor for service of process; prepare notice of lis pendens, alias summons, prepare routine motions and orders Responsible for safekeeping of all original assignments, death certificates pending review of title examiner; once approved send for recording Routinely e-file all complaints and amended complaints, motions to amend and related documents Work with staff within Department to ensure mandatory compliance with national mortgage loan servicer. Zobrazit méně

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  Eric m. sauerberg, p.a., pbg 9/2015 -6/2016  paralegal - eric sauerberg, esquire, llm -

  Jan 2015 - Jan 2016

  Paralegal legal assistant

  ERIC M. SAUERBERG, P.A., PBG 9/2015 -6/2016 Paralegal - Eric Sauerberg, Esquire, LLM - Estate Planning and Asset Protection. Draft estate planning documents, including powers of attorney, living wills, health care surrogates, wills; deeds, affidavits of domicile and continuous marriage; documents required for limited liability companies, filing documents to establish Florida corporations, obtain Tax ID; amendments to trusts, codicils to wills; Prepare client Estate Planning binders; assist with Annual Report filing in Delaware and Florida Proficient in e-recording and e-filing Provide backup for phones, greeting clients as required Zobrazit méně

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  Law offices of craig donoff, p.a.

  Jan 2016 - Jan 2018

  Estate planning paralegal

  Draft estate planning documents, work directly with clients, financial advisors.Management of 25 - 30 files a week, follow up with clients, advisors and outside counsel.

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  Ellis law group, pl

  Jan 2018 - Jan 2019

  Paralegal legal assistant

  Assist LLM and Managing AttorneyDraft complex estate planning documents, prepare and file formation documents, manage excel list of all firm entities, file annual reports, arrange for payment of franchise tax, business tax on annual basis. Work along side of second estate planning paralegal on projects. Prepare corporate and estate planning binders.

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  Fox rothschild llp

  Jan 2019 - now

  Probate paralegal