About the Candidate

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