Kimberly Fell
Levittown
Summary
Seasoned Paralegal with a robust background at Consultant/Contract, adept in legal research and case management. Excelled in drafting critical documents and streamlining processes, enhancing efficiency by 30%. Renowned for exceptional client communication and project management skills, ensuring meticulous attention to detail and strategic legal support.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Paralegal
Consultant/Contract
05.2024 - Current
- Drafted legal documents including briefs, pleadings, appeals, agreements, contracts, and legal memoranda.
- Utilized legal software and databases for case management and legal research.
- Prepared clients for appointments, depositions and testimony.
- Collaborated with attorneys in all stages of litigation process.
- Collaborated with team members to ensure strategies and objectives were aligned and executed efficiently.
- Created spreadsheets to track case information and deadlines.
- Performed administrative duties such as photocopying, scanning, and organizing legal documents.
- Reduced workflow downtime by effectively organizing and managing client billing and case management files.
- Entered data into and managed litigation databases and Excel spreadsheets.
- Filed pleadings and paperwork with court clerk to meet strict deadlines.
- Created and updated case management and client account databases.
- Ensured compliance with legal, court, and regulatory requirements by studying existing and new legislation.
- Scheduled and coordinated depositions, hearings, trials, and meetings.
- Researched applicable statutes, codes, regulations, ordinances, and precedent cases.
- Analyzed and interpreted laws, rulings, and regulations for specific cases.
- Met with clients and attorneys to discuss case details and evidence.
- Responded to client calls and inquiries to deliver applicable information.
- Coordinated and managed case files, ensuring all documents were accurately filed and easily accessible.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Maintained contract database with relevant information for categorization and easy access.
- Used WestLaw and LexisNexis to examine secondary sources, statutory, and case law and federal and state regulations.
- Reviewed and summarized depositions, transcripts, and other legal documents for attorney review.
- Trained staff on office procedures and case-specific duties.
Paralegal
Temp to Perm Position
09.2023 - 04.2024
- Assisted in the preparation of estate planning documents including wills, trusts deeds and powers of attorney.
- Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
- Evaluated various types of insurance policies pertaining to real estate transactions.
- Assisted clients with the purchase and sale of real estate properties by providing information on market conditions, prices, mortgages, legal requirements and related matters.
- Assisted clients with completing paperwork related to real estate transactions.
- Conducted research on various types of investments including stocks, bonds, mutual funds, real estate and other alternative investments.
- Advised clients on various aspects of trust administration including investment strategies, taxation issues and estate planning matters.
- Managed communications between beneficiaries, trustees, attorneys, courts, and other parties involved in the administration of a trust or estate.
- Reviewed deeds, mortgages, leases, judgments, easements, and other real estate documents for accuracy.
- Organized and managed estate files, including preparing probate pleadings and other documents.
- Collaborated with county clerks office on matters pertaining to probate filings or real estate transactions requiring judicial review.
- Created reports summarizing activities performed during each stage of the probate process.
- Provided guidance through difficult legal matters such as probate court proceedings after a death has occurred.
- Prepared financial statements for review by attorneys, trustees, executors, or other parties involved in the probate process.
- Assisted with the preparation of probate documents, including wills and trusts.
- Assisted outside counsel in preparing court filings relating to probate proceedings or other litigation involving trusts.
- Counseled clients on estate planning issues such as wills, trusts, probate law.
- Ensured compliance with all relevant regulations regarding trusts, probate law and taxation rules.
- Researched relevant legal issues related to trusts such as taxation or probate law.
- Reviewed applications for probate and ensured accuracy of all information provided.
- Coordinated with various stakeholders such as banks, insurance companies, and government agencies to provide necessary documentation for processing of probates.
- Updated and maintained databases with current information.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Utilized various software and tools to streamline processes and optimize performance.
Education
Associate of Applied Science - Paralegal Studies
Kaplan University
Online11-2010
Skills
- Exhibit preparation
- Case file organization
- Court transcription
- Legal research skills
- Expertise in legal proceedings
- File and records management
- Witness interviewing
- Financial and estate planning
- Records management
- Legal case files
- Client intake procedures
- Motion drafting
- File pleadings
- Project management
- Calendar management
- Legal analysis
- Document drafting
- Research and data collection
- Case management
- Notary public
- Client communication
- Deposition summaries
- Litigation support
- Proficient in MS office
- Legal transcription
- Proofreading
- Document preparation
Certification
- Insurance Institute of America; October 1989; Certificate of Property and Casualty Insurance
- Insurance Institute of America; October 1990; Certificate of Homeowner Insurance Coverage
Affiliations
- Volunteering with animal rescue; feeding the needy; coordinating activities for those in need
- Passion for cooking, baking and pilates
References
References available upon request.
Timeline
Paralegal
Consultant/Contract
05.2024 - Current
Paralegal
Temp to Perm Position
09.2023 - 04.2024
Associate of Applied Science - Paralegal Studies
Kaplan University
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