Shary Potter Email & Phone Number

Minneapolis, Mn, Us

Provide Paralegal support to multiple estate and trust administration attorneys specializing in challenging, high finance cases.✷ Assist clients with estate and trust administration.✷ Draft probate pleadings, tax returns (individual, fiduciary and estate), financial reports (accountings, EstateVal reports, asset summaries), and real estate documents.✷ Successfully manage multiple cases and related deadlines. ✷ Prepare for Court proceedings.

Minneapolis, Minnesota, United States

Provide Paralegal support to family law and civil litigation attorneys. Prepare estate tax and fiduciary income tax returns, and accountings.

Greater Minneapolis-St. Paul Area

Provide Paralegal support to family law attorneys specializing in high finance, complex, and challenging cases. ✷ Assist clients with all aspects of their family law issues--manage cases, draft pleadings, develop financial reports, and prepare for mediation and court proceedings. ✷ Successfully manage multiple cases, manage deadlines, and handle confidential information. ✷ Work on client settlements, assist with trial preparations, and manage daily legal casework and progression of cases.

Greater Minneapolis-St. Paul Area

Coordinated and delivered day-to-day compliance and product development support for multiple business lines. ✷ Researched and analyzed regulatory obligations within the industry.✷ Prepared and filed insurance policy materials with state insurance regulators to ensure compliance with applicable laws, rules, and regulations. ✷ Modified existing insurance policy forms and advertising materials to comply with state-specific requirements and utilized AdMaster to facilitate the review process.✷ Prioritized workloads and quickly earned trust with internal and external clients.

Minneapolis, Minnesota

Delivered Paralegal support within a family law practice, worked with clients on all aspects of cases, and worked closely with attorneys for best possible case outcomes. ✷ Prepared correspondence, pleadings, discovery requests and responses, settlement documents, subpoenas, and property schedules, cash flow reports and budgets. ✷ Scheduled court hearings and motions, performed electronic filings in district courts, and assisted attorneys with collecting a variety of personal records. ✷ Provided critical support for clients during the divorce process, demonstrating knowledge, patience, compassion, and professionalism throughout case-related challenges.

Eden Prairie, Minnesota

Serve as a Paralegal within a family law firm, leading case management, maintaining relationships with clients, colleagues and courts, drafting documents, preparing financial reports, and scheduling meetings and hearings. ✷ Specialized in retirement benefits and drafting Qualified Domestic Relations Orders (QDROs) to provide comprehensive services for clients, increasing earnings to the firm. ✷ Worked with private and public retirement plans, including 401(k)s, FERS, CSRS, MSRS, and PERA.✷ Assisted in implementing FinPlan and eCopy Paperworks software to improve efficiencies.

St. Louis Park, Minnesota

Provided Paralegal support for a solo practitioner, coordinated case management and assisted with all phases of case preparation, effectively communicated with clients, drafted documents, managed files, and performed legal research. ✷ Increased receivables by 25% after implementing new software and office procedures that enhanced productivity and improved employee efficiency.✷ Trained and mentored new employees; ensured all staff were aligned with organizational and client goals.

Paralegal Certificate

Paralegal Studies

Liberal Arts And Sciences/Liberal Studies