Yvonne M Kwan Email & Phone Number

San Diego, CA, US

• Draft letters and trust and estate related documents (wills, powers of attorney, health care directives, assignments, trust documents); collect and analyze asset information; prepare charts and other visuals.
• Research and review title reports and prepare deeds and related Assessor forms for transfer of California real property; coordinate with outside counsel and title companies to prepare out-of-state documents.
• Manage and assist in administration of trusts and estates; draft trustee succession documents, affidavit death of trustee, SS4 applications, trust certifications, trust notifications and other related documents..
• Communicate clearly and professionally with clients and their advisors, accountants, banking personnel, and other attorneys to provide general estate planning guidance, answer questions, provide documentation.
• Perform research on Board of Equalization assessment issues and property tax laws.
• Prepare binders, makes copies, enter data, assemble transaction records and maintain files.

San Diego, CA, US

• Sole legal secretary to firm partner Jeremy Crickard. Responsible for the successful transition of Partner's clients from prior law firm to the new law firm (over 100+ clients/matters); proactively developed procedures.
• Provide calendar management and legal administrative support to assigned partner in estate planning and trust administration matters. Communicate and obtain information from existing and new clients.
• Process new client matters, including running conflict checks, creating client files, managing contact lists, drafting engagement letters and conflict waivers, coordinating meetings and conference calls and preparing.
• Format, revise and finalize estate planning documents including, trusts, wills, deeds and Assessor forms, powers of attorney, advance health care directives, HIPAA authorizations, trust certification, assignments.
• Coordinate monthly billing process between accounting and assigned partner; preparation of draft and final client invoices and transmittal of same.

San Diego, CA, US

• Performed substantive legal work equivalent to the responsibilities of a paralegal.
• Supported multiple attorneys with an active business and commercial litigation practice.
• Litigation preparation and filings with the California Superior Courts, US District Courts, California Secretary of State and various County Recorder’s Office in California.
• Conducted research and prepared and proofread contracts, briefs, legal documents, client letters, correspondence and judicial council forms.
• Accurately managed and maintained attorneys’ calendars and litigation deadlines. Prepared attorneys for depositions, mediations, arbitration and trial. Scheduled conference calls, travel arrangements and on-site.
• Liaised with clients, court reporters, court officials, experts, witnesses and service vendors.

San Diego, CA, US

Provided administrative support for a leading construction law firm that specializes in construction and government contracts law, and business and commercial litigation and transactions. Opened and closed all client matters in the firm’s document management system. Updated client records and maintained the firm’s in-house and off-site paper filing system.

Redwood City, California, US

Provided administrative support for a leading business and commercial law firm that specializes in public technology and life science startups. Served as the first point of contact for clients. Maintained the firm’s conference room calendar and arranged room reservations and client meetings. Performed administrative duties such as credit card.

San Diego, CA, US

• Provided marketing, event and organizational support to the VP of Marketing and team.
• Managed relationships through written and oral correspondence with clients, vendors, donors and volunteers. Served as the point person for departmental communication.
• Designed and wrote content for company newsletters, invitations and print materials.
• Primary coordinator for all United Way marketing projects ensuring that marketing strategies were implemented for over 100 projects annually. Performed marketing duties such as project management, budget tracking.
• Coordinated and executed marketing and donor-specific events. Lead coordinator for Women United’s 10th Anniversary Celebration, recognizing one of United Way’s major philanthropic groups.

• Assisted Senator Joel Anderson and staff in serving California’s 38th Senate District.
• Represented the Senator at civic and community meetings; public speaking, presenting at community events and networking at in-district functions.
• Intake of constituent cases and questions regarding bills and legislation. Researched and summarized specific policy. Responded to general questions and drafted written responses for review by Senator’s staff.
• Conducted interviews and wrote articles for East County Herald: Local Students Take a ‘STAAND;' The Unsung Heroes of Lakeside Fire Protection District: The Logistics Volunteer Group (LVG).
• Managed and trained over 20 interns (both high school and college students).
• Primary event organizer for the 2016 California Heroes Ceremony, honoring 27 community leaders with an attendance of over 100 (doubled from 2015). Drafted and wrote talking points for the Senator.

Aba-Approved Paralegal Certification Program

Bachelor’S Degree, Political Science, Public Law