M.

Susan Sheehan
Springfield, VA 22153 508-380-5682 s.barna2011@gmail.com SUMMARY
Paralegal Over ten years of experience supporting senior partners, associates and trust officers on matters relating to the administration of estates, trusts, guardianships and conservatorships. Estate Planning in combination with corporate and real estate matters. Advanced Education and Training - BA Economics, Paralegal Certification, MCLE, Life Office Management Association (LOMA). www.linkedin.com/in/susansheehanbos/

PROFESSIONAL ACCOMPLISHMENTS
Probate and Estate Administration: Reviewed and analyzed estate planning documents to determine manner and distribution of assets. Interacted extensively with clients through home and office meetings, written correspondence and telephone conferences. Corresponded daily with banks, brokerage firms, accountants, life insurance companies, Probate Court, Land Records, and transfer agencies relating to the establishment, maintenance and closing of accounts, stock transfers, and settlement of insurance claims. Manage Probate files and track filing deadlines. Research nature and value of estate assets. Prepared and filed Probate documents and estate tax returns. Trust Administration: Monitored trust accounts on a daily basis and recommend investment changes for portfolios. Managed final liquidation and distribution of trust assets to multiple beneficiaries nationwide. Analyzed and reallocated assets of trust portfolios valued at $100K - $2M, including execution of trades to comply with terms of the trust. Prepared and analyzed tax worksheets for filing individual, gift and fiduciary tax returns. Estate Planning: Drafted complex estate planning documents including various trusts, i.e. Revocable, Irrevocable Trusts, and Special Needs Trusts, as well as simple and complex wills including pourover Wills, deeds, Durable Powers of Attorney, and Health Care Powers of Attorney. Guardianships and Conservatorships: Strong familiarity with Guardianship and Conservatorship Petitions, Court filing requirements, inventories, accountings, and other pleadings. Frequent interactions with wards, proposed wards and family members. Provide paralegal support to attorneys serving as Guardians and Conservators .

Skills: Strong writing, research and organizational skills. Windows applications including MS Office, Wealth Counsel, HotDocs, Worldox, and time and billing applications. Learn new software programs quickly; proficient internet research.

Professional Experience:
Matsen, Miller, Cossa & Gray, PLLC, Fairfax, VA March 2012 March 2014 Fletcher Tilton PC, Worcester, MA (2009 2011) Boston Scientific Corporation, Natick, MA (2008 2009 temporary positions) Cushing & Dolan, P.C., Boston, MA (2007 2008) Bowditch & Dewey LLP, Worcester, MA (2005 2007).

EDUCATION

BA Economics: Westfield State University, Westfield, MA. Paralegal Certification . Earned Certificate of Scholarly Distinction; National Academy of Paralegal Studies, Inc. CLE Independent study of Estate Planning, Estate Administration, and Elder Law manuals for the Washington metropolitan area and have noted many similarities between Massachusetts and the local jurisdictions. I have also attended seminars relating to the preparation of federal estate tax returns, drafting special needs trusts, and filing accounts with the Commissioner of Accounts Office in Virginia. Life Office Management Association (LOMA). Passed Exams 1 and 2 for Fundamentals of Life Insurance and Exam 3 for insurance law in preparation for FLMI designation.