SHERNOFF BIDART ECHEVERRIA, LLP CLAREMONT, CA
Senior Litigation Paralegal 10/2022 – PRESENT
- Provide paralegal support to four plaintiff attorneys with handling matters in bad faith, personal injury, dangerous condition of public property, and wrongful death
- Draft legal documents including responsive pleadings, discovery, trial exhibits, and meet and confer letters
- Manage pre-trial support including deposition, expert exchange, and witness preparation, general documents and file organization
- Maintain large document collection and preparation of privilege log productions
- Meet and report weekly with Claremont and Beverly Hills firms on case progress, findings, and suggestions for next phase on each case
- Partake in settled cases including agreements, negotiations of medical bills, liens and finalize distributions
BUCHANAN & PATTERSON, LLP BEVERLY HILLS, CA
Paralegal to Firm Partner Jacqueline A. Patterson 01/2019 – 10/2022
[Estate Planning & Trust Administration]
- Initiate the estate planning process from beginning to end, including the drafting, notarizing and execution of wills, trusts, and transactional documents, e.g. Grant Deed, Quitclaim, Preliminary and Affidavit
- Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements
- Communicate with clients to gather information related to disputes, provide updates on case progress
- Collect distribution estate asset documents and compile fiduciary accountings
- Data entry for Individuals, Trusts, Estates, Gifts, Corporations and LLCs
- Meet monthly billable hours and generate client invoices for estate planning and trust administration clients
Paralegal to Firm Partner Brian F. Buchanan 09/2017 - 12/2018
[Civil Litigation - Defense]
- Provide paralegal support to three attorneys with handling matters in real estate transactional law, government property claims, intellectual property and copyright infringement
- Responsible for all filings with both federal and state courts
- Input billable hours and created invoices on a monthly basis
- Prepare trial binders and exhibits, calendar court dates and deadlines
- Maintain dual calendar management system (hard and electronic copies)
- File preparation for Arbitration/Mediation/Trial
LOZANO LAW CENTER,INC. WEST COVINA,CA
Legal Assistant 03/2017 – 09/2017
- Conduct phone and in-person interviews for potential bankruptcy clients
- Organize and finalize petitions in chapter 7, 11, and 13 bankruptcy cases
- Data entry for bankruptcy schedules and calendaring
- File reaffirmations with the court and notify creditors
- Submit trustee packets and follow up with the chapter 7, 11 and 13 Trustee's and U.S. Trustee's office
- Oversee client payments and administer bank deposits
LAWOFFICES OF MICHAELJ. HEMMING POMONA, CA
Legal Assistant 10/2014 – 03/2017
- Conduct phone interviews or meet with client to gather documentation and open file
- E-file client applications using internal office software and court systems via EAMS
- Schedule AME/PQME, monitor calendar, confer regarding deposition, mediation, pre-trial conferences and status conferences
- Obtain records from vendors for records, surveillance, and expert reports in behalf of the attorney
- Maintain ongoing communication with opposing parties from discovery to trial phase
- Draft memo of case information attained through discovery requests, depositions and records, including medical and billing records
