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ROSE SANDRA QUESTEL-MACHADO 5745 SW 19th Street, Miami, Florida (786) 423-0094 E-mail: navjam@aol.com LEGAL ASSISTANT/SECRETARY Experienced, bilingual executive legal assistant/secretary with over 25 years of legal expertise, with excellent office and client relations skills, seeking a position within an estate and trust/real estate department where a working knowledge of legal terminology, general law, and legal proceedings pertaining to the following case types will be fully utilized and exp
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  ROSE SANDRA QUESTEL-MACHADO 5745 SW 19 th Street, Miami, Florida(786) 423-0094E-mail: navjam@aol.com LEGAL ASSISTANT/SECRETARY Experienced, bilingual executive legal assistant/secretary with over 25 years of legalexpertise, with excellent office and client relations skills, seeking a position within anestate and trust/real estate department where a working knowledge of legalterminology, general law, and legal proceedings pertaining to the following case typeswill be fully utilized and expanded. Trusts, Wills & Estates Real Estate Corporate Litigation Detail-oriented with excellent research, investigative, organizational and reporting skills.Exercise independent judgment and decision-making abilities, and a high level of confidentiality. Uphold the ethical standards of the legal profession. Internet Explorer 7Office 2003 SBE (Small Business Edition – including Word, Excel, Powerpoint, Publisher)Visio 2003, Acrobat 8 Standard, BNA, ProDoc, GEMS, Fast-Tax, Accurint, AutoTrackAIM (Attorney Information Management) PROFESSIONAL EXPERIENCE Executive Secretary/Legal AssistantDunwody White & Landon, P.A. 11/1995 – 07/2009 ã Secretary to three Partners and two paralegals with responsibilities in areas of estate planning, estate administration, corporate and real estate. ã Drafting of Quit-Claim deeds, Warranty Deeds, Special Warranty Deeds,purchase and sale contracts, leases, sale documents, letters of intent, exhibitsand closing documents; recordation of deeds; preparation of DR-219; processingexpense reports, coordinating travel itineraries, arranging meetings and of tracking invoices. Research title information. ã Drafting and preparation of probate documents and forms necessary to open anestate administration proceedings (including meeting with clients to assist withgathering of information, collection of assets and general client assistance) andclosing of estate administration proceedings, opening, handling and reconcilingof estate bank accounts, preparation of inventory, preparation of accountings,drafting of pleadings for special proceedings, preparation of all other generalprobate forms, design and customize calendar system for proper monitoring of   deadlines (Estate Administration Significant Date List), calendar and monitor alldeadlines (LawDex) pertaining to estate administration; respond to and complywith required court procedures including direct communication with the court’s judicial assistants, preparation of documents for ex parte hearings and/or hearings set with the judges; meet with clients to inventory home/businesscontents in preparation for moving and sale of property. ã Drafting and preparation of guardianship pleadings including annual accountings,physician’s report, verified inventory of guardian, and all other generalguardianship forms. ã Prepare and assist attorneys for trials related to will contests. Assist with allaspects of preparing and finalizing U.S Estate Tax Returns (IRS Form 706) andits exhibits, Fiduciary Income Tax Returns (IRS Form 1041), IRS Form 56, IRS2848, and all other general tax forms related thereto. ã Assist with the drafting of Last Will and Testament, Living Will, Health CareSurrogate, and other general estate planning documents including preliminarymeeting with clients to assist with gathering of information, supervise executionof estate planning documents, and general client assistance. ã Assisted with preparation of firm invoices for clients. ã Research for escheated funds from State of Florida and other U.S. States. ã Trained staff members on updated versions of soft wares, including Word, Exceland Visio. ã Florida Notary Public Word Processor and Computer Software Trainer    Mershon, Sawyer, Johnston, Dunwody & Cole, P.A.2/1986 – 10/1995 ã Process legal documents (bankruptcy, litigation, corporate, real estate andprobate). Training of personnel on current soft wares being used in the firm’sthree offices. Handled requests for modems, backup of accounting system, helpdesk for personnel having questions on system soft wares. Some secretarialfloating. Setups of special projects on Relational Database ManagementSystem. Input of new personnel to system (e-mail and general set-up for use of computer). Development of forms to be used by the various legal departments.Attendance/Research classes on specific soft wares being contemplated for useat firm.EDUCATIONAttended Miami-Dade Community College with a major in criminology. Attended FloridaInternational University (short-term)Completed paralegal courses at Kaplan College, scheduled to takecertification exam and real estate specialty exam in December 2009.  REFERENCESEmily Maza4365 SW 5 th TerraceMiami, Florida 33134(305) 714-1752Beatriz Lopez-Horta, CLA3941 NW 13 StreetMiami, Florida 33126(305) 642-9147Jorge de la Cruz-Munoz, Esq.Dunwody White & Landon, P.A.550 Biltmore Way, Suite 810Coral Gables, Florida 33134William T. Muir, Esq.Dunwody White & Landon, P.A.550 Biltmore Way, Suite 810Coral Gables, Florida 33134
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