Daniela Holgate Email & Phone Number

Portland, Oregon, United States

Portland, Oregon Area

Portland, Oregon Area

• Perform legal research on trust administration, probate, family law, real estate, employment, business, and tax law
• Draft advisory memoranda and brief attorney
• Draft court pleadings, motions, discovery requests and responses, accountings and demand letters
• Appear in Oregon and Washington courts to present and argue motions and petitions

Portland, Oregon

• Observed and assist in probate, family law and juvenile cases
• Drafted orders, investigated and researched due process concerns
• Attended status conferences, settlement conferences and trial proceedings

Portland, Oregon Area

• Provided legal advocacy for students with landlord/tenant, consumer, family law, or debtor/creditor issues
• Negotiated settlements on behalf of clients
• Interviewed clients, assessed possible legal remedies, and drafted intake memoranda
• Performed legal research, drafted advisory memoranda, demand letters and general correspondence
• Trained, supervised and mentored junior law clerks and interns

Portland, Oregon

• Managed multi-party cases filed in Oregon and Washington state courts
• Coordinated cases from initial intake to trial, settlement or appeal
• Researched and reviewed case law, statutes and local rules
• Drafted correspondence, motions, and responses to discovery
• Selected and prepared trial exhibits
• Coordinated trial preparations with the courts

Portland, Oregon Area

• Created and organized client files both in physical format and in ProLaw
• Drafted letters to clients
• Created and maintained reports in Excel and Word
• Processed legal documents, medical records/bills, and insurance documents
• Prepared demands
• Setting up conference rooms for meetings and depositions

Portland, Oregon Area

• Client greeting and intake
• Answering a multi-line phone, triage calls to determine course of action and level of priority, and directing the caller to the correct extension or voicemail
• Setting up appointments through Excel
• Operating a fax and copy machine
• Updating files and keeping them organized
• Organizing discovery, redacting private information, and preparing trial exhibits

Berkeley, CA

• Perform office duties such as answering the phone, greeting clients, mailing and filing
• Keeping clients informed on the status of their personal and business taxes
• Entering data into QuickBooks and Excel
• Drafting correspondences to clients and the IRS
• Requesting forms and EIN numbers from the IRS

Doctor Of Law (J.D.)

Paralegal, Legal Assistant, 3.91

Bachelor Of Arts, History