Bookmark Details
About the Candidate
Alexi Horvath
Walnut Creek, CA | 925-900-8667 | [email protected]
Professional Summary
Experienced Paralegal and Legal Assistant with strong skills in legal document drafting, trust and estate
administration, client relations, and e-filing in California and Federal courts. Background in Trusts &
Estates, Workers’ Compensation, Family Law, IRS compliance, and 1031 exchanges. Known for accuracy,
organization, and managing complex documentation.
Core Skills
Trust & Estate Administration • Probate Support • Legal Document Drafting • Client Relations • e-Filing
(CA & Federal) • Compliance & Document Review • LexisNexis Research • Trust Accounting • Workers’
Compensation
Professional Experience
Bromley Law Group, Palo Alto, CA — Senior Paralegal | Mar 2023 – Oct 2023
• Drafted trusts, deeds, wills, and powers of attorney; supported estate planning and probate matters.
• Managed client communication and ensured timely, accurate completion of legal documents.
• Assisted with trust administration and taxation support.
Old Republic Exchange, Walnut Creek, CA — Senior Paralegal | May 2020 – Mar 2023
• Reviewed legal and financial documents for 1031 exchanges, trusts, partnerships, and LLCs.
• Verified purchase agreements, legal descriptions, ownership interests, and compliance standards.
• Conducted property research and supported auditing, trust accounting, and client education.
Old Republic Exchange, Walnut Creek, CA — Legal Document Review Analyst | May 2020 – Sep 2021
• Supported legal counsel with document review and preparation in compliance with 1031 Treasury
Regulations.
• Reviewed IRS forms and created signature blocks for trusts, entities, and LLCs.
Law Office of David Wool, Lafayette, CA — Legal Clerk | Apr 2017 – May 2019
• Managed client communications, court date tracking, billing, and payment collection.
• Assisted with discovery, document preparation, and e-filing in California and Federal courts.
Education
University of Nevada, Reno — Criminology Major, Political Science Minor
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