Robyn LaClair

Freelance Paralegal & Personal Assistant

1266
Location:Pittsford, New York, United States
Profile:https://www.freelanced.com/robynlaclair
0
Kudos
3.0
2 Skills
Ask
Rate/Hr
Experience

McConville, Considine, Cooman & Morin, P.C.
Estate Paralegal - January, 2009 - March, 2010

• Responsible for preparing and filing all probate documents from Petition for Probate to List of Assets/Inventory, as well as Petition for Guardianship.
• Prepared and filed all other probate documents on an as needed basis, including affidavits, citations, decrees and orders.
• Managed all estate files from the onset of estate administration, to the conclusion of estate administration.
• Interacted with all estate executors; acted as a liaison between estate executor and all asset/debt holders in order to close, collect or terminate the deceased’s accounts.

Lacy, Katzen, Rochester, New York
Medicaid Paralegal – June, 2007 - December, 2008

• Responsible for assisting clients with the transferring and spend down of assets in an effort to meet Medicaid eligibility.
• Prepared and collected all necessary documentation regarding preparation of Medicaid hearing.
• Communicated with the Department of Human Services regarding all pending Medicaid files; acted as a liaison between clients and the Department of Human Services.
• Performed forensic accounting on all financial statements for a three (3) year period.
• Represented clients at initial intake interview.

Corretore Law Offices, Webster, New York
Estate/Medicaid Paralegal – June, 2004 - May, 2007

• Responsible for preparing and filing all probate documents from Petition for Probate to List of Assets/Inventory, as well as Petition for Guardianship.
• Prepared and filed all other probate documents on an as needed basis, including affidavits, citations, decrees and orders.
• Managed all estate files from the onset of estate administration, to the conclusion of estate administration.
• Interacted with all estate executors; acted as a liaison between estate executor and all asset/debt holders in order to close, collect or terminate the deceased’s accounts.
• Organized and maintained all Medicaid files; handled preparation of Medicaid application’s; communicated with the Department of Human Services regarding all pending Medicaid files, as well as facilitated the close out of the Medicaid file upon the client’s demise.

Education

Bryant and Stratton, 1994-1997, Associate of Occupational Science
Major: Paralegal Studies

*Notary Public
Skills (2) Rating
Paralegal
Personal Assistance