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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileProbate Paralegal Duties: Provides support for all matters managed by both Partners and Associates. Primary responsibilities are preparation of probate court documents, preparation of gift and estate tax returns and related documents, document and file management, client communication and information gathering, organizing materials and schedules for lawyers and clients related to client matters. Works under the direct supervision of the attorneys in Tax, Trusts and Estates (TT&E) on a day to day basis. Manage and organize all aspects of documents, files, and databases associated with each specific case/matter assigned by primary attorney. May include preparation of probate filings, gift/estate tax return preparation, corporate, financial and/or real estate documents, estate planning documents. Ensure that attorneys working on case/matter have all necessary information available to them in a timely manner. Maintain all physical elements of the case/matter in an organized, efficient, and accurate manner. Provide both attorney(s) and client(s) with information necessary for business process, decision making, and review in a timely manner. Conduct various document searches and factual research. Probate Court filings. Anticipate attorney and client needs related to matters or cases under management. Delegate effectively and as appropriate to Legal Administrative Assistants and/or Case Clerks working on the case/matter. Handle all communications, whether oral and written, in a prompt and professional manner ensuring that information is transferred in an accurate and thorough manner. Act as a liaison among various internal departments as well as with outside agencies. Meet billable hour requirement of 1550 per year. Time entry, scanning, e-mailing, etc. Travel required, as necessary. Assist in Firm marketing for practice area.
Qualification and Experience
Qualifications: Bachelor’s degree OR (a) Associate of Arts degree and 1+ year of in-house training as a Paralegal Assistant or Paralegal Intern at the Firm, or (b) 5+ years of law-related experience under the supervision of an attorney, demonstrating a superior command of the skills necessary to be a Paralegal; AND, in addition to (a) or (b), (c) Completion of an educational program for Paralegals that has been approved by the American Bar Association ("ABA") or offered by an accredited institution which is in substantial compliance with ABA guidelines for the approval of Paralegal programs. Strong verbal and written communication skills. Self-motivated with excellent organizational skills and attention to detail. Highly professional with a strong customer service orientation, commitment to meeting deadlines, and ability to manage competing priorities in a fast-paced and dynamic environment. Strong professional, independent thinking skills with strength in problem solving and the ability to offer constructive opinions and creative solutions. A team player who motivates and educates other team members. Regular and predictable attendance is an essential function of the position.