Korie Pawlowski
Williamsburg
Summary
Detail-oriented professional with a strong background in trust administration and estate planning. Skilled in analyzing legal documents and managing client accounts, ensuring compliance with regulatory requirements. Aiming to leverage expertise in wealth preservation and client communication to drive impactful results.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Trust Associate
TCV Trust and Wealth Management
Williamsburg, VA
09.2018 - Current
- Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.
- Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
- Determine the various elements comprising an estate’s assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.
- Respond to telephone inquiries from clients. Make sound recommendations to client account manager related to release of information and/or fund.
- Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager’s direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.
- Maintain client trust and investment management accounts, ensuring compliance with regulatory requirements.
Estate Planning Paralegal
Wilson Law
Williamsburg, VA
06.2017 - 09.2018
- Draft and prepare estate planning documents, including Wills, Trusts, Certificate of Trusts, Power of Attorney, and other related planning documents.
- Work closely with attorney to ensure documents are prepared properly.
- Organize and maintain client files, calendars and other administrative duties.
- Communicate with clients on a regular basis regarding financial assets, beneficiary information, and other client goals related to estate planning.
Legal Assistant
Merna Law Group
Newport News, VA
02.2017 - 08.2017
- Merna Law Group primarily handles clients who are filing bankruptcy.
- Work closely with attorneys and clients to complete the filing of paperwork for bankruptcy.
- Handle all credit reports, creditor information and legal notices to prepare for process of bankruptcy.
- Assist attorneys in preparing for court appearance and client meetings.
Education
Associate of Applied Science - Paralegal Studies
Northern Virginia Community College
Annandale, VA12-2016
Skills
- Client relationship building
- Portfolio management
- Legal compliance
- Wealth preservation
Certification
- Notary Public
- American Bar Association- Trust School Level 1
Timeline
Senior Trust Associate
TCV Trust and Wealth Management
09.2018 - Current
Estate Planning Paralegal
Wilson Law
06.2017 - 09.2018
Legal Assistant
Merna Law Group
02.2017 - 08.2017
Associate of Applied Science - Paralegal Studies
Northern Virginia Community College