Holly Whitaker
Ozark
Summary
Dynamic paralegal with extensive experience at Carnahan Evans, excelling in legal document drafting and client communication. Proven ability to enhance case efficiency through meticulous file organization and effective case management. Skilled in legal research and adept at fostering strong client relationships, ensuring compliance and satisfaction in all interactions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Paralegal
Carnahan Evans
04.2025 - Current
- Draft legal documents, including motions, petitions, and settlements, ensuring accuracy and adherence to legal standards.
- Contributed to firm-client relationship building through professional interactions with clients during meetings or phone calls, conveying empathy while maintaining confidentiality.
- Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
- Prepare estate planning documents.
- Improve document organization by implementing a comprehensive file management system for easy access to essential case materials.
- Ensure compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
- Facilitate timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm's billing system.
- Adept at multitasking numerous open and working files.
Paralegal
Hosmer King & Royce
04.2021 - 04.2025
- Reduced attorney workload by drafting routine legal documents, including but not limited to motions, pleadings, annual/final settlements.
- Increased client satisfaction with thorough research and prompt response to inquiries.
- Managed scheduling of court calendars and deadlines to maintain smooth flow of firm operations.
- Liaised with other paralegals and legal staff to complete common tasks on schedule.
- Facilitated timely and accurate billing by recording billable hours, expenses, and other relevant information in the firm's billing system.
- Conferred with clients and other involved parties to gather and track case information.
- Managed complex cases efficiently using specialized software programs designed for paralegal work to track information related to multiple parties over long periods of time.
- Promoted a positive work environment by providing training and guidance to junior paralegals or interns as needed.
Paralegal
The Elder Law Group
09.2019 - 03.2021
- Conducted legal research to support case preparation and ensure compliance with regulations.
- Coordinated communication between clients and attorneys, maintaining confidentiality and professionalism in all interactions.
- Utilized case management software to track deadlines and manage workflow efficiently across multiple cases.
- Trained junior paralegals on office procedures and best practices to improve team efficiency and performance.
- Reduced attorney workload by drafting routine legal documents.
- Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
- Maintain calendar for Attorney.
- Edited and proofread legal documents to verify accuracy.
- Communicated with clients, opposing counsel and court personnel to keep all parties informed on case updates.
Case Manager
Ozarks Elder Law
08.2015 - 08.2019
- Assisted clients in identifying needs and accessing appropriate resources.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
- Achieved positive client outcomes by developing and implementing comprehensive case management plans.
- Trained new case managers, raising team's overall competency and service delivery standards.
- Streamlined case documentation procedures, reducing processing time and increasing efficiency.
- Draft estate planning documents, including but not limited to Powers of Attorney, Revocable Trusts, Irrevocable Trusts, Last Wills and Testaments.
- Conduct execution of estate planning documents.
- Draft, review, and proofread real estate deeds.
- Electronically record real estate deeds.
- Schedule appointments for potential clients, assess needs and set with appropriate attorney and case manager.
Education
Bachelor of Science - Criminal Justice
Drury University
Springfield, MO12-2013
Skills
- Proficient in MS office
- Case management
- Client communication
- Document drafting
- Notary public
- Document preparation
- Calendar management
- File organization
- File and records management
- Document filing
- Court filing
Certification
Notary Public, expires June 22, 2028.
Timeline
Paralegal
Carnahan Evans
04.2025 - Current
Paralegal
Hosmer King & Royce
04.2021 - 04.2025
Paralegal
The Elder Law Group
09.2019 - 03.2021
Case Manager
Ozarks Elder Law
08.2015 - 08.2019
Bachelor of Science - Criminal Justice
Drury University