Resume

Summary of Qualifications:

• Over Fifteen Years of Experience Providing Post Death Administration and Tax Paralegal Services

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EXPERIENCE

EST8 PARALEGAL SERVICES 

  2015 - Current  

• Freelance Paralegal and Owner: Prepare fiduciary accountings, conservatorship accountings, and probate accountings, prepare estate tax returns and gift tax returns, prepare asset allocations and trustee minutes. Draft trusts, wills, amendments, notices, asset transfer and funding documents, deeds and assessor forms (PCORS). Research, write, prepare and file pleadings with California probate courts, prepare Judicial Council Forms, and work with court research attorneys to perfect filings. Use software related to the practice of planning, tax and post death administration such as GEMS, FAST TAX, EPS for Windows, FATE, FET, Hot Docs, Legal Solutions, CAPS, CEB ONLAW, Thomson Estate and Gift Tax Treatises, EVP Valuation Software, and most billing programs.
  
  

TRUSTS AND ESTATES PARALEGAL

   2011-2015 Temmerman, Cilley & Kohlmann, LLP, San Jose, CA  

   2008-2011 Lakin Spears, LLP, Palo Alto, CA

   2006-2008 Reish, Luftman, Reicher and Cohen, Los Angeles, CA

   2001-2005 Temmerman & Cilley, LLP, San Jose, CA

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SUMMARY OF WORK PERFORMED

• Work on trust administration, probate and conservatorship cases from start to finish under the supervision of managing partners. Including the preparation of judicial council forms for court supervised procedures, i.e., probates, conservatorships and guardianships.

• Prepare fiduciary accountings, conservatorship accountings, and probate accountings.

• Draft trusts, wills, amendments, notices, asset transfer and funding documents, deeds and assessor forms.

• Prepare United States Estate Tax Returns (Form 706).

• Prepare asset allocations.

• Perform legal research.

• Use software related to the practice of planning, tax and post death administration such as GEMS, FAST TAX, Hot Docs, CAPS, CEB ONLAW, Thomson Estate and Gift Tax Treatises, EVP Valuation Software, and most billing programs.

• Lead client meetings and presentations.

• Correspond and maintain positive working relationships with clients, related financial advisors, appraisers, and beneficiaries.

• Train paralegal staff and associates.

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COMPUTER SKILLS

Probate Plus, Time Matters, Hot Docs, Fast-Tax, Lexis-Nexis,, Timeslips, Microsoft Office, WordPerfect, Microsoft Outlook, Corel Word Perfect, Turbo Tax

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EDUCATION

Pepperdine University

Bachelor of Arts in Public Relations, Business Emphasis, April 2001, Cum Laude

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PROFESSIONAL MEMBERSHIPS

Paralegal Association of Santa Clara County (PASCCO)

Treasurer for PASCCO 2004-2006

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