teri fournier-villegas

Paralegal – Experience with estate planning documents, probates, trust administrations, court filings, e-filing, and document recording. Experience in transferring assets into trust and real property research. Assist with corporate notebooks and corporate filings with the Secretary of State. Assist with accounts receivable, utilizing Abacus Accounting and Abacus Law. Familiar with Judicial Council forms and e-filing. Notary Public.

Legal Secretary - Typed Trusts, Wills, Grant Deeds, Powers of Attorney, Trust Certifications, and Declaration of Trust Ownership, and composed clear and concise correspondence per attorney's instructions. Experienced in transferring assets into Trust and real property research (via DocEdge). Familiar with Visio, Judicial Council forms (on court website) and Legal Solutions Plus, also transcribed dictation. Experienced in litigation (Federal and State Court filings), familiar with PACER, E-filings. Experienced with trust administrations, probates and conservatorships, provided administrative assistance, managed attorneys' calendar and provided translation assistance (Bilingual: Spanish/English). Interacted with clients, strong interpersonal and communication skills. Set up luncheons for monthly meetings and various events.

Negotiated and purchased material for commercial electrical jobs and ongoing projects, interacted with outside vendors, drafted subcontracts, claim forms, and assisted with accounting duties. Prepared estimating bid forms for commercial electrical jobs, prepared bonds, sales proposals, and relief receptionist. Member of Computer Software Training Committee assisted with computer software training, policies and procedures for new hires. (Started as temporary assignment with Taft Electric Co. as Estimating Assistant from 1/03 – 3/03 hired thereafter. Please see below.)

Temporary jobs as Legal Secretary assisted with discovery work. Temporary job as Estimating Assistant -- became full-time permanent job.

Development Assistant – Prepare contracts & change orders. Process invoices for accounts payable. Assist with coordination and processing of various permits and submittal packages to the City. Maintain fee logs. (Temporary position.)

Started as Runner, Receptionist and Legal Assistant.Quickly pPromoted to Paralegal. Assisted in preparation of estate planning documents, administered probates and trust administrations. Experienced in transferring assets to trust and real property research. Experienced with time entry software (billing, accounts payable/receivable). Filed and e-filed pleading, used Judicial Council forms and recorded documents. Utilized Abacus Law and Accounting. Entered new clients open/closed files, calendared events. Programs: Microsoft Office, Abacus Law, Abacus Accounting and prepared Judicial Council forms. Worked with Christopher C. Jones when we moved to Rogers, Sheffield & Campbell, LLP in July 2015

Paralegal - Drafted Trusts, Wills, Grant and Warranty Deeds, Powers of Attorney, Advance Health Care Directives, Trust Certifications, and composed clear and concise correspondence per attorney's instructions. Experienced in transferring assets into trust, real property research (DocEdge). Experienced with Judicial Council forms on court website and Legal Solutions Plus, experience with trust administrations, probates and conservatorships, corporate work (contracts and agreements). Interacted with clients, strong interpersonal and communication skills. Organized files and retained electronic copies of files (pdf files and hard copies), and drafted correspondence related to legal documents. (Laid off)

Assisted in preparation of estate planning documents, administered probates and trust administrations. Also assisted with trust litigation. Experienced in transferring assets to trust and real property research. Experienced with time entry software (billing, accounts payable/receivable). Filed and e-filed pleadings, used Judicial Council forms and recorded documents. Utilized Abacus Law, Abacus Accounting and Cosmolex. Entered new clients open/closed files, calendared events. Worked with Christopher C. Jones. Mr. Jones retired April Initially worked with Christopher C. Jones, until he retired; most recently worked with Scott Campbell and Rebecca Koch.