Vicky Martinez, Certified Pp, Clp Email and Phone Number
Vicky Martinez, Certified Pp, Clp is a Trust and Estates and Probate Paralegal at OSWALD REW LLC.
Oswald Rew Llc
View- Website:
- orrf-law.com
- Employees:
- 20
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Trust And Estates And Probate ParalegalOswald Rew LlcKansas City, Mo, Us -
Trust & Estates / Probate ParalegalOswald Rew Llc Feb 2020 - PresentBlue Springs, MoAssist attorneys with drafting of trust and estate planning documents using WealthCounsel/ElderDocx, deeds, electronic recording of deeds, draft probate pleadings, trust & estate litigation, guardianships & conservatorships, annual settlements, state and federal e-filing, client interactions, notarization and basic office procedures. -
Legal Support ProfessionalCause Of Action Legal Services (Self-Employed) Aug 2001 - PresentKansas City Metropolitan AreaAssisted various attorneys throughout Missouri on an as-needed basis providing back up support preparation of legal documents and attorney work product; special process server, notary signing agent.Assisted multiple clients with in-home and office organization.
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Legal Administrative Assistant IiHallmark Cards Aug 2016 - Oct 2019Kansas City, Missouri AreaProvide legal assistance to Associate General Counsel and Assistant General Counsel for all matters pertaining to:Retailer relations and distribution; General litigation;Bankruptcy;Prepare general correspondence, agreements, contracts and pleadings, intellectual property litigation; Prepare and revise monthly meeting minutes and maintain corporate minute books for family office; General bookkeeping utilizing SAP;Arrange meetings, maintain attorney calendars;Successfully arrange domestic and international travel plans and prepare expense and reimbursement reports expense using Concur; andGeneral office procedures and administrative support. -
Legal Administrative AssistantBenard Swanson F/K/A Slagle Bernard & Gorman Jul 2014 - Jul 2016Kansas City, Missouri AreaProvided assistance to senior director attorney with high-level administrative and legal support in all aspects regarding:Trust and estate planning; estate and business tax and personal planning, wills, powers of attorney, living and charitable trusts, family limited partnerships, private foundations and other entities to achieve clients’ tax and financial goals;Assist regarding support for development, construction, sale, exchange, leasing and financing of residential, multi-family and commercial real estate; business and individual clients, as well as financial institutions; maintain minute books and prepare closing binders; preparation of monthly billing statements, general legal support, general administrative support and back up receptionist; and transcription; time entry; expense reimbursements; prepare and revise general correspondence, agreements, contracts, real estate documents and memorandum. Worldox, TABS, digital dictation, Corel WordPerfect; Word, Excel, PowerPoint, Outlook
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Legal Administrative SpecialistHusch Blackwell Llp Nov 2005 - Jan 2014Kansas City, MoAssist multiple attorneys with wide range of practice areas: corporate and commercial litigation/ defense matters including insolvency and corporate restructuring; bankruptcy, intellectual property litigation matters, white-collar criminal defense; real estate transactions; corporate transactions; trust and estate planning; and labor and employment disputes and defense.Provide high-level support with preparation of pleadings, hearing & trial notebooks and agendas for US Bankruptcy Court for the District of Kansas and Missouri; worked with Chapter 7 Trustee for US Bankruptcy Court Western District of Missouri; provided legal support for all phases of litigation, docketing, trial preparation, production of documents, management of discovery, document management, maintain/organize electronic and/or physical files, legal research and analysis, prepare, revise, process and finalize correspondence; legal documents, memorandum. Proficiency with operating and document management systems, applications and office equipment including: Windows 10; Microsoft Office 365 (and previous versions) Outlook, Word, PowerPoint, Excel; Webview, Timeslips and DTE Time Entry; Deltaview Comparite; digital and microcassette dictation; CompuLaw Docket Calendaring Management; Case Manager Estate Planning and other internal database programs; eDOCS DM5.3, Hummingbird and DOCS Open, Worldox; Citrix and Webmail; FileSurf, CA Records Management; Summation; HotDocs, Best Case, Adobe Acrobat Pro, pdfDocs; TCMSWeb, FTP Core, DocLink; type 75 wpm. High-level administrative support in managing attorney calendars, docketing, arranging travel; processing expense reports and reimbursements; conflicts and client intake; client billing; notarized documents and other general office procedures.Excellent written and verbal communication skills, practice confidentiality and discretion, superior customer and client service, problem solved, independent and collaborative worker. -
Temporary Legal ClerkHusch & Eppenberger Aug 2005 - Nov 2005Assisted attorneys on an as-needed basis for defense of a collective action lawsuit; provided high-level assistance with document review, production and discovery. -
Legal SecretaryBryan Cave Llp Feb 2000 - Aug 2001Kansas City, MoAssisted multiple attorneys with several types of commercial defense matters including insolvency and corporate restructuring; bankruptcy, environmental claims, intellectual property matters, white-collar criminal defense; real estate transactions; corporate transactions; trust and estate planning; and labor and employment disputes and defense.Provided high-level administrative support, basic legal support and general office procedures. -
Legal AssistantBath & Edmonds Aug 1998 - Feb 2000Assisted attorneys in all aspects regarding matters involving white collar practice representation of individuals and corporations on complex matters ranging from health care, tax and bank fraud to allegations brought by nearly every federal regulatory agency including EPA, HUD, IRS and Department of Labor; federal court on matters including public corruption, bribery, bank robbery, narcotics distribution, RICO and prescription fraud; allegations including embezzlement, securities fraud, narcotics, vehicular homicide, DUI, robbery, sexual assault and murder.Trial preparation, legal memorandum, discovery and general support.
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Legal SecretaryBryan Cave Llp Aug 1996 - Aug 1998
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Legal SecretaryGrounds, Rose & Emke Oct 1994 - Aug 1996Assisted partner attorney in all aspects of domestic matters: dissolution of marriage, modifications, contempt actions, adoptions, child custody; corporate actions: maintained minute books, prepared articles of incorporation; other civil litigation: breach of contract, including garnishments; minor criminal and DUI defense.
Vicky Martinez, Certified Pp, Clp Education Details
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Nals Of MissouriBasic Legal Studies And Substantive Law -
Nals Of MissouriBasic Legal Studies
Frequently Asked Questions about Vicky Martinez, Certified Pp, Clp
What company does Vicky Martinez, Certified Pp, Clp work for?
Vicky Martinez, Certified Pp, Clp works for Oswald Rew Llc
What is Vicky Martinez, Certified Pp, Clp's role at the current company?
Vicky Martinez, Certified Pp, Clp's current role is Trust and Estates and Probate Paralegal.
What schools did Vicky Martinez, Certified Pp, Clp attend?
Vicky Martinez, Certified Pp, Clp attended Nals Of Missouri, Nals Of Missouri.
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