Christie Forbes

Experience

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  Carrell Blanton Ferris & Associates, PLC

  Nov 2013 - Oct 2015

  Head Estate Planning Paralegal

  · Prepared trusts, ancillary documents, deeds, and affidavits based on legal documents. · Assisted attorneys and legal staff with document and record requests and verified receipt of documents and records.· Partnered with executive leadership, ensuring all administrative and operational functions were correctly implemented in adherence to regulatory guidelines and practices.· Led document signings, explained documents, and guided clients if needed.

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  Oast & Taylor PLC

  Oct 2015 - Jan 2018

  Paralegal

  · Assisted legal professionals with preparing estate planning documents, including trusts, wills, deeds, and client letters.· Organized and maintained databases and attorney files for immediate reference; proofreads legal documents for accuracy and completeness; files legal documents with applicable organizations and sent copies of documents to parties involved.· Anticipated the needs of executives based on calendar obligations and prepared in advance for meetings and obligations.· Oversaw the planning and logistical aspects of internal and external board meetings.· Developed physical and digitized filing systems for historical reference and record retrieval for authorized personnel, including financial documentation, meeting minutes, and customer data.· Traveled between offices in order to facilitate document signings for the convenience of clients. Show less

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  Sandberg Phoenix & Von Gontard P.C.

  Feb 2018 - Mar 2020

  Wealth Planning Specialist

  · Performed general administrative tasks, including preparing estate planning documents, including trusts, wills, and powers of attorney, records, and deeds for multiple attorneys.· Acquired and assessed client's financial standing and information to determine factors, including cash flow, monetary expectations, financial goals, retirement plans, and other pertinent data concerning their estate plans.· Developed strategic plans and recommendations to clients, directing clients to ensure they reached their estate planning goals.· Served as liaison between financial advisors and attorneys relating to the planning, preparing and completion of the client’s estate plans. · Served as a subject matter expert, source of guidance, and direction to clients on estate planning documents, changes to wealth management accounts, best practices, and more. Show less

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  Morrow Willnauer Church LLC

  Mar 2020 - Feb 2021

  Paralegal

  · Served as the first line of support to the attorney.· Performed general administrative tasks, including preparing estate planning documents, records, deeds, processing tax returns, mailing, and calendar management.· Managed and monitored daily schedules and kept attorneys on schedule for obligations.· Provided support to constituents over the phone, email, and in person.· Collaborated with executive leadership to develop office policies, establishing standards and procedures to measure office systems' effectiveness.· Maintained financial records for tax purposes and partnered with tax professionals to ensure all records and documents were available during tax season and audits. Show less

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  Ward Smith PLLC

  Feb 2021 - Oct 2021

  Paralegal

  • Drafts, proofs and finalizes estate planning documents• Communicates with clients regarding questions regarding drafts• Prepares correspondence with clients and financial organizations • Maintains calendars and client files• Regularly meets deadlines for drafts and signings

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  Amazon

  Dec 2021 - now

  Data/Audit Paralegal

  · Ensures data accuracy and maintains confidentiality of protected information.· Collects COVID case information using 3 internal systems/databases and completes data entry tasks to include researching new jurisdictions and updating reporting requirements.· Reports cases via Excel documents, portals, or through phone to local and international health authorities and completes follow-up requests regarding contract tracing.· Carries out detailed state compliance audits to ensure work product accuracy and mitigate future risks/errors.· Uses internal tools and and processes to track and report results to relevant teams and shares results regularly per established frequency and quality standards. · Trains new team members on use of tools and processes and follows up to ensure their success.· Provides ideas and suggestions for process improvement to enhance accuracy and efficiency. · Delivers excellent results on schedule for each project assigned and provides thorough research and supporting information.· Reports key data, performs deep dive analysis of data and confers with teams to share insights. Show less