Lydia Medrano Email and Phone Number

• Format briefs, draft discovery documents (propound & respond), pleadings, and other legal documents; including pleadings, motions, briefs, discovery documents and subpoenas; • Conduct client interviews, maintain client communication, calendar, and manage complex docket systems to track legal filing deadlines; • Arrange client files and new matter to active case list;• Assist internal vendors and external vendors;• E-file with the federal & state courts and work with court clerks on filing issues; • Research Lexis Nexis & Westlaw;• Responsible for coordination of Pre-Trial, Trial & Post-Trial; • Maintain relevant databases and provide copies of documents to relevant parties;• Update Case List, Trial List, and Hearing Date List and maintain court calendar per rules & procedures deadlines;• Accurately track and document billable hours, ensuring precise and timely invoicing for client services rendered;• Draft Estate Planning Trust Agreements and Ancillary Documents: wills, durable power of attorneys, probate judicial forms, healthcare directives, certificate of trusts, PCOR, deeds, HIPAA, county assessor forms;• Preparation of Lis pendens, purchase and sale agreements, indemnity agreements, abstract of judgment, real estate property transactions reports, county assessor’s forms, negotiate pro forma polices with title-escrow companies; • Draft ancillary documents related to real estate transactions;• Handle the client Intake, initial appointment, signing appointment, and delivery appointment of Estates and Trusts Agreements and Ancillary documents (EP Binder); • Deed research through Title websites, deed preparation, review chain of title, PCOR preparation and deed recording;• Draft court accountings & handle trust administration.

• Managed estates & trusts agreements, probate administration, wills, certificates of trusts, durable power of attorneys, trust administration, healthcare directives, grant deeds, guardianship, and conservatorship court documentation; • Prepared account synopsis for new trust & estates accounts in accordance with trust planning agreements, regulations, and tax laws; • Approved court accountings based on policies & procedures; • Analyzed division of assets/pension plans, retirement accounts, and statements; • Reviewed required deadlines by Trustee for change of ownership real property, deeds, cert. of trust, declaration of Trustee, asset valuations, affidavits, Trustee report and final estates & trusts distribution of assets; • Examined title reports & exceptions, evaluate pro forma policies, title endorsements and insurance policy requirements; • Evaluated & approved tax form 706, SS-4, court accountings, estate settlements and trust administration funding; • Communicated with beneficiaries, charitable trust beneficiaries, attorneys, investment unit, internal estates & trusts legal attorneys, and relationship managers; • Called Out legal and operational risk.

Helped buyers and sellers make informed decisions about their real estate transactions.

• Drafted, negotiated, and executed trust agreements/indentures of trust from inception to closing of transaction; • Analyzed estates & trusts documentation, LLC’s, operating agreements, servicing contracts, wills, probate, M&A’s, bankruptcy, conservatorship, guardianship, real estate agreements and organizational documents;• In charge of municipal and commercial real estate transactions from inception to closing;• Coordinated closings and prepared closing binders;• Second Look at contracts to ensured policies and procedures were in accordance with fiduciary principles; • Legal Liaison with support areas: financial management, operations, securities clearing, wealth management, custody, and asset administration;• Assessed trust documents related to real estate transactions;• Oversaw Letters of Credit, SEC Filings, UCC & Lien process, and departmental compliance reporting; • Escalated legal risk matters to in-house attorneys and upper management.