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.