Summary
Overview
Work History
Education
Skills
Timeline
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SHANDA SAID

HUNTINGTON BEACH,CA

Summary

Estate, Probate, and Trust Administration Paralegal with over ten years of expertise in managing intricate legal cases, ensuring precise documentation and adherence to legal protocols. Proficient in client relations, legal research, and document management, leveraging skills to streamline processes and enhance client satisfaction. Committed to delivering exceptional support to attorneys while fostering trust and understanding with clients.

Overview

21
21
years of professional experience

Work History

ESTATE & PROBATE PARALEGAL

Vogt, Resnick & Sherak, LLP/Sherak Law Group, ALC
03.2023 - 04.2025
  • Manage complex estate planning and probate cases, ensuring meticulous documentation and compliance with legal regulations.
  • Coordinate with attorneys and clients to facilitate smooth estate administration, fostering strong professional relationships.
  • Prepare and review comprehensive legal documents, maintaining accuracy and attention to detail in all filings and correspondence.
  • Streamline probate processes, reducing case resolution time and improving client satisfaction through efficient case management.
  • Provide essential guidance to clients during sensitive estate matters, ensuring clear understanding of legal procedures and processes.
  • File legal documents such as Wills, Trusts, and Powers of Attorney.
  • Draft Petitions and file Notices with the Superior Court.
  • File Corporation Documents via Secretary of State.
  • Interface with Judges and Local Probate Attorneys.
  • Utilize legal software tools including HotDocs and Time Slips.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations for multiple attorneys.
  • Liaised with other paralegals and legal staff to complete common tasks on schedule.
  • Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
  • e-Filings with both State and Federal Court
  • Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
  • Edited and proofread legal documents to verify accuracy.

ESTATE PLANNING PARALEGAL

The Balog Law Firm
05.2012 - 03.2023
  • Spearheaded estate planning projects, delivering measurable outcomes. Optimized processes, reduced turnaround times.
  • Worked closely with attorneys and clients to gather critical information for estate planning. Facilitated smooth communication.
  • Drafted Wills, Trusts, and other estate planning documents with precision and attention to detail. Maintained up-to-date knowledge of estate laws and regulations.
  • Assisted attorneys in conducting thorough legal research, providing clear explanations and empathetic support.
  • Conducted client meetings to explain estate plans, ensuring legal compliance and tax strategies for clients.
  • Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
  • Edited and proofread legal documents to verify accuracy.
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.

EXECUTIVE ASSISTANT/QA ASSISTANT

ProTab Laboratories
01.2009 - 01.2012
  • Streamlined QA processes, reducing testing time and enhancing product quality. Managed executive schedules, optimizing time allocation for key projects.
  • Implemented new filing system, drastically improving document retrieval efficiency.
  • Coordinated cross-functional teams for seamless project execution.
  • Facilitated communication between executives and staff, fostering a cohesive work environment.
  • Meticulously reviewed product documentation, ensuring compliance with industry standards.

QA AND EM TECHNICIAN

Pyramid Laboratories
01.2004 - 01.2008
  • Conducted rigorous quality assurance tests on pharmaceutical products, ensuring compliance with industry standards and regulatory requirements.
  • Operated electron microscopes to analyze sample structures.
  • Implemented improved QA protocols, leading to reduction in product defects and improved metrics.
  • Partnered with cross-functional teams to troubleshoot issues and drive continuous improvement in operations.

Education

B.S. - BIOLOGY

University of California-Irvine

HIGH SCHOOL DIPLOMA -

Foothill High School
01.2005

Skills

  • Legal Research
  • Time Management
  • Document Management
  • Client Relations
  • Time Slips
  • HotDocs
  • Word and Word Perfect
  • Adobe
  • Legal Drafting
  • Estate Planning
  • Essential Forms
  • Office administration
  • Document drafting
  • Calendar management
  • Legal writing
  • Attorney support
  • Document filing
  • File pleadings

Timeline

ESTATE & PROBATE PARALEGAL

Vogt, Resnick & Sherak, LLP/Sherak Law Group, ALC
03.2023 - 04.2025

ESTATE PLANNING PARALEGAL

The Balog Law Firm
05.2012 - 03.2023

EXECUTIVE ASSISTANT/QA ASSISTANT

ProTab Laboratories
01.2009 - 01.2012

QA AND EM TECHNICIAN

Pyramid Laboratories
01.2004 - 01.2008

HIGH SCHOOL DIPLOMA -

Foothill High School

B.S. - BIOLOGY

University of California-Irvine

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SHANDA SAID