
Paulie DeShon
Intake Specialist

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About me
Estate and Trust Specialist
Education

University of California, Santa Barbara
-Bachelor of Arts in HistoryGraduated magna cum laude Santa Barbara

UC Santa Barbara
-Bachelor of Arts (B.A.) History
University of San Diego
2012 - 2012ABA Approved Paralegal Certificate Business Litigation CertificationActivities and Societies: Prepared legal memoranda, research journal, case briefs, interrogatories, deposition summaries, motions, complaints and summons. Proficient in Microsoft Word, Excel, Outlook, PowerPoint, HotDocs, DocuSign, LexisNexis, Visio. Familiar with PACER CM/ECF, Access, Abacus, Casemap, Timemap, TrialDirector.
Experience

Julie Parker Trial Attorney
May 2012 - May 2013Intake SpecialistAt Law Offices of Julie Parker, I scheduled and conducted interviews with potential clients while keeping lawyers' schedules organized. I have headed management of new client onboarding and current client files. Moreover, I formulated and edited letters, documents, motions, briefs and client forms. I planned and initiated trials of motion on the basis of share documents.Highlight of key contribution:• Interacted with clients to discuss specific questions, suitable for the lawyer's practice by leveraging exceptional screening skills.Additional ExperienceSales Consultant, Paychex H. R. Services, San Diego, CAB2B Sales Specialist, Verizon Wireless, San Diego, CA Show less

H.G. Fenton Company
May 2013 - Nov 2015Commercial Property Lease AdministratorWhile serving here, I have crafted and secured overall terms/conditions of commercial leases, amendments, assignments, and termination agreements for a portfolio of four million square feet. Further, I coordinated and communicated promptly with brokers and leasing managers to devise appropriate redline verbiage in line with LOI's and tenant improvement requirements. I also held responsibility for maintaining an electronic data base of more than 300 commercial tenants.Highlight of key contribution:• Recognized for handling complicated letters of intent between leasing agent and tenant to incorporate information clearly into leases. Show less

Kilpatrick Townsend & Stockton LLP
Nov 2015 - Oct 2018Intellectual Property Case AssistantDuring this tenure, I administered end-to-end activities involved in new client conflicts checks and opening of new matters. I have steered efforts to draft, proofread, and redline responses to office actions, foreign agent instructions, and client correspondence. Moreover, I managed USPTO PAIR website reference uploading tasks.Highlight of key contribution:• Offered on-going support to a patent attorney by gaining expertise in Visio software and developing diagrams for submission to U.S. Patent Office. Show less

MD7
Nov 2018 - Apr 2022Wireless Communication Lease ProcessorIn my role as Wireless Communication Lease Processor, I collaborated cross-functionally with lease consultants to maintain the utmost accuracy of drafted lease terms on letters of intent from cellular providers. Additionally, I verified landholders' title and assessor's parcel number for each property to certify ownership and leasing accuracy. It was my responsibility to create, edit, and process documents, highlighting key points for cellular providers.Highlight of key contribution:• Honored by an award for processing most tasks with highest degree of accuracy within set time constraints. Show less

Father Joe's Villages
Apr 2022 - nowEstate and Trust SpecialistUnder the supervision of the Director of Planned Giving, I manage and track trusts and estates for which Father Joe’s Villages is a beneficiary, from the time of first notification through receipt of final distribution. I maintain regular communication with executors, attorneys, and trustees and family members as needed throughout the process. I work to encourage timely processing of estate or trust administration by the executor/attorney or trustee, and review all documents pertaining to the estate/trust. I track relevant information in the Raiser’s Edge software, maintaining a list of open estates and tickler system for follow-up and analysis. Show less
Licenses & Certifications

ABA Approved paralegal Certification
University of San DiegoMay 2012
Volunteer Experience
Assisting Asylum Seekers from war-torn countries; most recently Ukraine.
Issued by U.S. Immigration and Customs Enforcement (ICE) on Jan 2017
Associated with Paulie DeShonActive with an organization that provides outdoor recreational experiences for people with disabilities.
Issued by Hands on San Diego on Jan 2015
Associated with Paulie DeShonPrepared and served dinner to families of patients.
Issued by Rady Children's Hospital-San Diego on Jan 2015
Associated with Paulie DeShonBrought books to schools in under-served areas of San Diego. Read aloud and discussed the book with students.
Issued by The Global Read Aloud on Jan 2015
Associated with Paulie DeShonAssociate
Issued by Big Brothers Big Sisters of America on Sept 2010
Associated with Paulie DeShon
Languages
- frFrench
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