Highly qualified Paralegal with 20+ yrs experience, specializing in trust & estate administration and litigation, as well as civil litigation.

I take pride in my ability to set priorities and efficiently manage my time in order to meet deadlines. I have excellent organizational skills and am very detail-oriented. I am reliable and efficient, and will go above and beyond to complete a project.

I have 20+ years of experience as a Paralegal in trusts and estates, litigation (civil and trust & estates), corporate law, family law and criminal law. In addition to preparing documents specific to a trust administration, probate and/or conservatorship, I draft exceptional Heggstad Petitions, civil complaints and answers, discovery questions and responses, demurrers and motions.

Additional tasks I would be happy to assist with:

* Prepare deeds and Affidavits with supporting ancillary documentation (familiar with the recording requirements for all California Counties);
* Prepare simple accountings for trust administration;
* Prepare 706 estate tax returns using Bloomberg or GEMS software (access to this software to be provided by client);
* All aspects of trial preparation, including, trial and witness binders, witness and exhibit lists; and assemble the privilege binder;
* Prepare deposition notices, trial subpoenas and document subpoenas;
* Review and index incoming discovery documents;
* Conduct legal research of factual and legal issues;
* Compile/assemble evidence and physical exhibits for trial;
* Summarize deposition and trial transcripts; and
* Draft civil appellate briefs.

If you don't see a specific task that you require, please feel free to ask. I have many more skills than listed herein.

Work Terms

Hours: 9:00am - 5:00pm, Monday - Friday, but will work outside of these days/hours if necessary. I would like payment within 24 hours of delivery of the work product.