Vicki Long Email & Phone Number

15279 N Scottsdale Road, Suite 400, Scottsdale Az 85254

Transitioned with both partners/co-heads of the Phoenix Real Estate Practice Group from DLA to Buchalter.

2525 E Camelback Road, Esplanade Ii, Suite 1000, Phoenix, Az 85016-4245

My responsibilities include extracting exhibits from purchase agreements, creating word versions and entering missing information, preparing documents for closing; docketing deadlines in agreement, creating One Note entry in assigned attorney's Outlook, preparing templates for lease summaries, cover letters, and closing instructions letters, signature pages, tenant notice letters, confirming legal descriptions on surveys, proformas and documents, saving documents to the document management system, file setup, printing documents to be reviewed, time and cost billing, preparing indexes, bookmarking documents and preparing digital closing binders, preparation of corporate minute books, closing books for corporate financings, letters to stockholders, preparation of stock certificates and receipts and letters to stockholders, auditing closed deals; redlining, etc.

Phoenix, Arizona

Commercial acquisitions and dispositions, coordination of due diligence documentation, document review, research, auditing, setting and coordinating on-site inspections, landlord/tenant monitoring for lease compliance issues, preparation of transmittal letters and other correspondence, receive, scan, name, and file documents. Corporate compliance, formation and qualification, eCorp research, limited liability company agreements, statutory agent updating, address changes, corporate book preparation and maintenance, preparation of IRS SS-4’s, annual report review, certificates of good standing. Document management implementation and ongoing maintenance, software testing, staff training and support. Compliance and Auditing. Accounts Payable invoice coding and approval, interacting with vendors. Training of new hires (secretary and auditors) and preparation of training manuals. Training of paralegals and other staff on document management system.Accomplishments: Appointed Department Document Management Champion along with my role as an integral part in the implementation and maintenance of same; Preparation and distribution of a Tip-of-the-Month newsletter related to the document management system.

Drafting and editing contracts and conveyance documents, leases, releases, title insurance review, deed review, leases, releases, ownership research, preparation of easements, coordination between external landlords, lenders and their respective counsel, interfacing and working with decision makers, monitoring dispute resolution and litigation matters. Drafting minutes both annual and special, filing online annual reports, professional liability insurance related issues, rent rolls, income summaries. Drafting statement and certificates of partnership. Drafting pleadings and answers, requests for admissions, interrogatories, etc. Drafting correspondence, objections to change in use applications filed with Gila Water Commissioner, preparation of tribal resolutions, leases, contracts, etc. Drafting revocable trusts and wills, funding of trusts, powers of attorney and related documents, drafting conveyance deeds and recording. Meetings with client and attorney, review and analyze will and trust provisions; draft petition for probate and supporting documents, collect information and assets for preparation of inventory and appraisal, determine titling of assets, evaluate assets (date of death and alternate valuation date), draft inventory and appraisal list, prepare and file probate documents, surrender stock certificates and claim forms to companies, streamline handling of data, update contact lists, etc. Office daily management and vendor handling, computer administrator and input into Sage Timeslips. Accomplishments: Discovered and recovered $41,600 over payment to Qwest; Updated Access data base, edited and corrected templates; Implemented new computer system and in-house email hosting.

Deed review, contract preparation, title insurance review, leases, research, easements, etc. Preparation of revocable trusts, preparation of wills, powers of attorney, and related documents and trust funding. Preparation of pleadings, accountings, distributions, closing, etc. for both Arizona and California. Preparation of minutes both annual and special, filing online annual reports. Preparation of demand letters, complaints, summons, certificates of arbitration, requests to produce, interrogatories, requests for admissions, etc. Preparation of correspondence, facsimiles, emails,transcription, calendar, organize data, streamlined handling of data, update contact lists, information gathering, etc. Preparation of vendor invoices for submittal to claims along with verification letters, tracking, etc. Office daily management, mail, checks, and vendor handling, library, CLE, Computer Administrator, backup receptionist. Accomplishments: Discovered and recovered over payments to United Healthcare, XO Communications and Canon and implemented Microsoft Office data base.

Phoenix, Arizona

Sole paralegal for busy law firm working in tandem with managing partner as office administrator.Drafting, coordinating, editing, managing, negotiating and supervising real estate legal documents, and closings, title insurance review, deed and affidavit preparation, research, drafting leases and subleases and amendments, property management, landlord/tenant and monitoring lease compliance issues, etc. Drafting articles of incorporation, amendment or restatement, merger, or dissolution, by-laws, minutes, stock certificates, buy-sell agreements, employment agreements, assignments, promissory notes, leases, foreign qualification. Drafting and editing contracts and related documents for purchase or sale of business and supervising closing, Obtain federal identification number, draft state and federal estate tax returns; Preparation of United States Tax Court petitions on 90 day notices of deficiency and corresponding trial documents and exhibits, Offers in Compromise, Powers of Attorney and related documents on the Federal, State and local levels, etc.Collect data and meet with client, draft wills, codicils, trusts and amendments; funding documents, powers of attorney, partnership agreements and related filings with state and county agencies, draft petition for probate and supporting documents, collect information and assets and draft inventory and appraisal, maintain financial records of estate, review Creditor’s Claims; draft accountings for probate and trusts and closing documents;Accomplishments: Implemented the Yardi Property Management program along with sole responsibility for meta data input and maintenance and completed initial testing and implementation of Peachtree Accounting System.