Overview
Kimberly serves as Corporate Paralegal for Sentinel Trust. In her role, she is responsible for gathering, preparing, and summarizing relevant materials for use by General Counsel, Sr. Relationship Officers, and outside counsel and accountants. In addition, she is also responsible for drafting various documents and agreements, facilitating vendor relationships, and assisting with the general compliance needs of Sentinel Trust.
Kimberly is active with her university’s alumni networks locally.
Professional Background:
- Senior Paralegal, Dossey & Jones, PLLC, The Woodlands, TX (2013–2022)
Responsibilities included drafting estate planning documents, including wills with testamentary trusts, revocable trusts, investments trusts, powers of attorney, deeds and other ancillary documents for wealthy clients and complex matters; drafting and filing documents necessary for administration of probate estates; including dependent and independent administrations, muniment of titles, heirships, and small estate affidavits; and coordinating distribution of estate assets to beneficiaries and charities. - Legal Assistant/Office Manager, Martin & Stilwell, LLP, The Woodlands, TX (2005–2013)
Responsibilities included maintaining customer and company’s financials in QuickBooks, including reconciliation and maintenance, assisting with legal research, and coordinating and engaging in all IT needs of the Firm - Office Manager /Executive Administrator/Sales & Marketing /HR Manager, My DICOM LLC, The Woodlands, TX (2004–2005)
Responsibilities included drafting of legal documents, proposals, and contracts, preparing and maintaining tax accounts on a quarterly and annual basis, and oversight of the company correspondence, payroll, and reporting of budget - Loan Officer, MBI Mortgage, Conroe, TX (2004)
Responsibilities included processing applications, maintaining contact with both clients and account executives, and sustaining knowledge of applicable laws and market conditions in regards to mortgages
Professional Organizations:
- Houston Estate and Financial Forum, Member