FAYE TURNER

1234 Florence Ave., #2N, Evanston, IL 60202 · (847) 903-0963 · fayeturner2@hotmail.com

 

PROFESSIONAL EXPERIENCE

 

KISELSTEIN FRANCKOWIAK LAW GROUP, Mt. Prospect, IL2011- Present

Paralegal

Provide Trust/Estate Administration for the firms trust clients in addition to clients from seminars, internet and mass mail.

·  Conducts initial consultation meetings with clients upon the death of a loved one.

·  Ability to manage extremely large case loads. Conducts initial death consultation meeting with widows/widowers, heirs and beneficiaries. Review client file prior to meeting to determine plan of action depending on the type of trust and assets in their portfolio.

·  Works closely with Financial Advisor’s, CPA’s, and Real Estate Attorney to properly transfer assets, have final taxes done and sell/liquidate property for distribution to the heirs.

·  Initiates contact with Mutual Fund Company, Brokerage Companies and other Banking intuitions to change ownership, retitle assets and or liquidate assets depending on the family’s unique situation.

·  Provides full trust accounting for beneficiaries. Draft Trust/Estate report indicating all step that were taken to administer the trust and estate. Provide Receipt and Releases for all distributions to heirs and beneficiaries.                            

·  Determines whether a Probate proceeding is necessary after a review of asset titles.

·  Draft Small Estate Affidavit’s for assets that do not have a designated beneficiary or Pay on Death designation and in the clients individual name.

·  Prepares Petitions, Affidavit of Heir ship, and Notices to Heir and Legatees to Open Probate Proceedings. Draft Probate closing documents; Final report, Receipts and Approval of Accounting, Proof of Mailing and Publication and Order of Discharge.

·  Obtain Court Appearance dates for the Attorney’s and send Judge Courtesy copies prior to the appearance of the matter set to be heard. Drafts Probate Notices for publication the Law Bulletin and other local newspapers.

·  Answers client questions on issues of Trusts, Wills, and Powers of Attorney’s.

·  Engage or assist CPA firms in the filing of final tax returns (Trust tax, form1041, Gift tax, form 709) and Individual, form 1040).  

 

PRIMERICA FINANCIAL SERVICES, Mt. Prospect, IL                    2009 – 2011

District Manager

·  Worked closely with clients to identify their needs and challenges and provide solutions-oriented results.

·  Examined insurance policies, research alternative plans and rates to obtain the best position for the clients’ lifestyle and risk tolerance.

·  Prepared financial analysis for clients detailing current allocations and recruit other representatives and train for the state license exam.   

 

FIFTH THIRD BANK, Chicago, IL         2005 – 2009

Trust Associate

Administered several high profile guardianships and trusts for the Private Bank a division of Investment Advisors/Wealth Management.

·  Routinely appeared in court representing the bank on various issues; fee petitions, court orders and annual accountings.   

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Faye Turner

 

·  Prepared estate taxes, calculated dividends and interest on agency and trusts accounts as requested by customers.

·  Pinpointed account overdrafts, introduced an additional step to the processing that all but eliminated the overdraft problem.

·  Standardized the annual compliance reports, resulting in an increase in production of 45%.

·  Facilitated the transfer of all accounts under $250K to the small account entity within the bank.

 

LAW FIRM OF DEBORAH B. COLE., Chicago, IL            2003 –2004

Paralegal

Designed an Office Manual that detailed the law firms operation and procedures that enabled incoming staff an easier transition into the firm.

·  Created Estate Planning documents; Trusts, Wills and Powers of Attorney. In addition prepare closing documents for real estate transactions; Deeds, Title, Bill of Sale.

·  Arranged inspections, ordered surveys and cleared titles exceptions for upcoming closings.

·  Coordinated the requests of zoning and water certificates as needed for clients.

 

POTASH CORPORATON, Northbrook, IL                                                                            2001 – 2003

Senior Assistant

Supported administratively two Vice Presidents, Director and a Manager of the Nitrogen Division, comprised of three U.S. chemical plants and one in Trinidad. 

· Provided litigation support to the legal department by developing complex charts and graphs detailing unauthorized emissions.

· Implemented a cross-filing system that included over 150,000 documents that could be accessed by a simple number pattern within minutes.

· Maintained divisional records of Natural Gas deliveries to tanker cars and pipelines. 

 

EDUCATION/TRAINING/ACTIVITIES

 

Education                                                                                                  Training

BA – Business, Roosevelt University                                                           Durable Powers of Attorney

Truman College – Paralegal Certificate (GPA 4.0)                            Analyzing Titles, Liens & Surveys

Elder Care & Long Term InsuranceNotary Public, MS Office

Various types of Trust and WillsPowers of Attorney, Living Wills

 

PROFESSIONAL ASSOCIATIONS

National Federation of Paralegals                     Illinois Paralegal Group              Paralegal Managers