Provide support and legal assistance to Colorado and Arizona Attorneysdoing business with a Financial Planner focused on managing estates,trusts, real estate and other regulatory matters. Enhance enhancingprocesses and help maintaining ethical and compliance standards.Assist in various projects as required.
Performed legal research and factual investigations includingdocument gathering and management of docket details as required.
Identified process improvements to ensure compliance with legalrequirements and to increase efficiency.
Conducted initial review, analysis of incoming correspondence andother legal documents.
Drafted estates, trusts, wills, powers of attorneys, settlementagreements, dismissals, discovery, legal correspondence andmemoranda for attorney and other legal documents as needed.
Directed all Board of Directors meetings and aided newly establishedcorporate leaders in revising and rewriting bylaws. Served as primaryliaison between members and management team throughoutmultimillion-dollar capital renovation assessment process.
Addressed inquiries and questions from members on capitalallocations and assessments, new construction issues, buildingtimelines and future activities.
Collaborated with members on desired capital improvements withinthe newly proposed facilities.
Provided recommendations and feedback to management on staffperformance.
Accomplished Paralegal with proven success managing complex legal issues andconducting comprehensive research. Keen eye for detail with expert understanding oflegal terminology, general law, and legal proceedings. Practiced at providing senior-levelsupport, managing multiple case files and implementing effective strategies to ensureaccurate collation, assessment and updating of information. Acknowledged forconsistently delivering high standards in both quality and professionalism, cultivating solidbusiness relationships with clients, teammates, management, key decision makers andgoverning authorities. Possess advanced research and analysis abilities. Skilled atcommunicating complex legal information to internal and external stakeholders into clear,easy-to-understand language. Proactive and detailed contributor committed to influencingpositive change and achieving goals.
Diverse legal knowledge with specialist knowledge in estates, trusts, & real estate.
Skilled in the preparation and drafting of legal documentation.
Recognized for excellent organizational skills and ability to prioritize workload toensure timely delivery
Received 65 credits towards a Bachelor of Arts in Liberal ArtsState University of New York
Jul 1995 Legal Assistant/Paralegal Program, A.B.A. Approved,Graduated with HonorsAdelphi University