Mary Beth Figueroa
Mary Beth Figueroa is currently a Legal Assistant and the Probate and Guardianship Coordinator for Flick Law Group, P.L. She assists the attorneys with drafting documents and organizing proceedings for Guardianships, Probates, Estate Plans, and Business Plans, and works with the attorneys to assemble client record books for estate plans, business plans, irrevocable trusts and advanced asset protection plans.
Bachelor of Science, Microbiology and Molecular Biology, University of Central Florida
Flick Law Group, P.L.
March 2017 to Present
Legal Assistant; Probate and Guardianship Coordinator
Assists attorneys in preparation of estate planning documents, including wills, trusts, powers of attorney for health care and property management, and nominations of guardians. Handles all aspects of opening probate proceedings from the appointment of a personal representative to the final distribution of the estate, including valuation of estate assets and the drafting of all court forms, petitions and orders. Handles court filings. Prepares documents and manages court filings for Guardianships, including the Initial Guardianship Report, Annual Guardianship Plans and Annual Accountings. Interacts with clients and court officials, as required. Manages billable hour tracking. Communicates pertinent information to clients via phone, e-mail and mail.
Matthias & Matthias, PL
January 2015 – October 2016
Estate Planning Paralegal
Assisted attorneys with all aspects of estate planning, including the drafting of documents, communicated with clients to obtain necessary personal data, and handled the signing of documents. Communicated with and assisted clients in a variety of administrative tasks.
Shutts & Bowen LP
March 2008 to November 2009
Real Estate Planning Paralegal
Drafted real estate closing documents, including Warranty Deeds, Closing Statements, Affidavits, Bills of Sale, and Notices of Commencement; reviewed sale and leasing contracts; handled the distribution of funds in real estate transactions; assisted in the signing of documents in real estate closings; reviewed title commitments, title policy exceptions and all due diligence; reviewed surveys and legal descriptions of real property; and kept track of all critical dates from the date of contract to
When an individual passes away, tax issues are one of the many things that must be considered. For most individuals who pass away, a final income tax return must be filed with the Internal Revenue Service (IRS) and state (if the particular state also taxes income) to...