Overview

Stephanie Baumgartner has a passion for providing private clients and their attorneys efficient and effective support. With strong communication skills and meticulous attention to details, Stephanie is a paralegal helping clients and attorneys with estate planning, estate administration, litigation and transactions.

Estate Planning

Stephanie assists in the preparation of wills and trusts, including testamentary, irrevocable, revocable and special needs trusts. She helps prepare advance health care directives, HIPAA releases and powers of attorneys. Stephanie manages client files from the inception of a matter to the execution of documents.

Estate Administration

She also manages estate files from inception to closing, including the preparation of inventories and accountings for executors and administrators, and the preparation of simple and complex applications for probate.

Litigation & Transactions

Stephanie has prepared legal pleadings for filing with the U.S. District Court for the District of New Jersey, the Appellate Division of New Jersey Superior Court, and the U.S. Bankruptcy Court for the District of New Jersey.

In transactional matters, Stephanie has helped small to large business clients prepare and manage general contracts, operating and shareholder agreements, buy-sell agreements, residential and commercial real estate transactions and New Jersey liquor license transfers.

Personal Interests

In her free time, Stephanie enjoys staying active by going to the gym. She also enjoys spending time with her Australian shepherd, Ivy, and reading a new book.

Related Legal Services

Credentials

Education

Berkeley College
M.B.A. (2022)

Berkeley College
B.S. in Legal Studies (2019)

Honors

  • American Association for Paralegal Education — Lambda Epsilon Chi (LΕΧ) National Honor Society