Deceased Estates Paralegal
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Profile: Energetic and proactive paralegal with four years deceased estates experience at the oldest law firm in Overberg. Extensive experience autonomously administering a large portfolio of diverse deceased estates from beginning to completion. Accustomed to working with senior partners, high-net worth clients, corporate executives, and other stakeholders.
Personal Attributes: An ambitious, confident self-starter with the ability to work autonomously or as part of a team. Detail focused but pragmatic in drafting, solving client problems and achieving goals and objectives. Highly personable and comfortable networking with colleagues, sophisticated clients, and service providers.
Active listening – approaching every Client with empathy and understanding • Adaptability – adjusted communication styles depending on the Clients personality • Team player • Excellent time management skills • Microsoft office • Public speaking • intermediate Afrikaans • Basic Hebrew • Completed Lexis Nexis Bond’s and transfer course
Experience: Deceased Estates Paralegal, Office Administrator / & GT Properties, Kleinmond Western Cape (October 2018 – present)
As an estates paralegal I had sole responsibility for a portfolio of 100+ deceased estates which included both 18(3) estates and estates exceeding R10 million. Administration responsibilities included leading initial and follow-up client consultations, autonomously corresponding on behalf of the Executor, preparing estate documents, record keeping, managing disbursements and final distributions, placing adverts, independently liaising with referring attorneys (both domestic and international) and with the Magistrates and High Courts in several provinces. Role included drawing up and finalizing Liquidation & Distribution accounts and regularly rehabilitating estates which had not been administered correctly, typically requiring a full audit of the file and reconstruction of the estate finances from scratch.
Matric - GED & SAT
Regent Business School - Bcom Law (Currently studying)