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Work Background
American Research BureauSenior Case Manager/Paralegal
Nov. 2021Salt Lake City, Utah, United StatesOversee 230+ probate cases with over 900 clients. Coordinate with legal and research teams to establish entitlement of heirs: Apply probate process and laws governing succession and determining heirship; select attorneys for specific cases according to situs.
Coordinate with attorneys on heirship, litigation, settlements and other special issues.
Provide trial support for attorneys, including calendar and track trial dates; locate and interview witnesses; arrange travel/accommodation for witnesses; prepare affidavits and declarations.
Provide client support, including consistent communication, regular updates, preparing and sending agreements and authorization forms, helping foreign clients get legally authenticated documents, explaining the probate process, resolving fundamental concerns, updating clients throughout the probate process, and interviewing clients for witness testimony.
Coordinate with foreign correspondents: Work with foreign correspondents to obtain documentation for foreign heirs; review documents received to ensure they're done correctly.
Ancestry ProGenealogistsResearch Manager, Corporate Genealogist
Oct. 2017 - Nov. 2021Manage 60-80 client cases at a time, including creating and managing budgets, communicating with the client, assigning tasks to research team members and contractors. Ensure cases are completed on time and within budget. Manage and conduct effective and efficient genealogical research at various archives, libraries, or repositories (online and onsite) to solve client’s research challenges. Ensure quality of research and end product, correcting research if it was not done according to genealogical standards. Work with research team manager to coach and develop team members. Manage work flow to ensure there is sufficient and appropriate work for team members. Collaborate with management to improve processes and quality control and create and market new products. Conduct historical research online and at repositories; review and analyze documents, microfilm, and microfiche and draw conclusions; abstract information from documents; create in-depth research logs; order documents from repositories and government agencies; create citations; write academic reports based on findings; genealogical research for the television show Who Do You Think You Are. Areas of expertise: lineage society research, African American, brick wall research, early pioneers and settlers in the United States. Regions: United States, some Canada. Skilled using Microsoft 365, Google Drive, Calendly, Keynote, Trello, Slack, Zoom, Adobe Photoshop and Lightroom.
Ancestry ProGenealogistsCorporate Genealogist
Sep. 2015 - Nov. 2021Salt Lake City, UtahConduct historical research online and at repositories; review and analyze documents, microfilm, and microfiche and draw conclusions; abstract information from documents; create in-depth research logs; order documents from repositories and government agencies; create citations; write academic reports based on findings; genealogical research for the television show Who Do You Think You Are. Areas of expertise: lineage societies, slave research, early pioneers. Regions: United States - Mid South, South, and Mid-Atlantic. Skilled at MS Office, Outlook Powerpoint, Keynote, Slack, Zoom, as well as Adobe Photoshop and Lightroom.
Crystal B - handmadeOwner
Feb. 2008 - Feb. 2013Temecula, CaliforniaDesigned and manufactured sold hand made jewelry. Worked with clients to design custom pieces. Sold products globally online, in boutiques, and at pop-up markets in and around California. Featured in Matthew Meade Magazine. Handled all aspects of the business including marketing, social media, networking, working directly with clients, overseeing employees, accounting, purchasing, shipping and manufacturing.
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