Paralegal; Personal & Succession Planning

2-5 yrs required

Full-time

No

Minimum 500 words, Maximum 3000 words

Job Title: Paralegal - Personal & Succession Planning
Location: Multiple Offices (Columbus or Dayton)
Department: Legal Support
Salary: Competitive

Thompson Hine LLP, an AmLaw 200 law firm, is seeking a full-time Paralegal to join our team in either our Columbus or Dayton office. The position will support the Personal & Succession Planning practice group and will work closely with the Partner and/or Associate on a given matter. We are a firm committed to innovation and Diversity, Equity and Inclusion, and we offer a competitive salary and benefits package, along with employee discounts.

Responsibilities:

- Prepare initial probate papers, value assets, and prepare inventories and accountings for court filings.
- Provide information on filing deadlines and other important dates.
- Communicate with courts and other agencies to process filings and record documents.
- Arrange distributions to beneficiaries and draft transfer documents for revocable trusts.
- Conduct research on state and county records for information on business entities and heirs.
- Meet with Probate Court Magistrates as needed.
- Experience working with banks, county auditors, and other governmental agencies.
- Gather and organize gift and asset information for estate and gift tax returns.
- Coordinate with other professionals, such as accountants and financial advisors.
- Review brokerage statements and prepare reports for beneficiaries.

Requirements:

- Four-year degree or equivalent experience, with a preference for a degree in Paralegal Studies or a paralegal certificate.
- Familiarity with Ohio Probate Law and Microsoft Office programs.
- Experience with relevant software, such as LEXIS, Estate Val XP, and Perfect Forms.
- Proficiency in drafting and revising documents with exceptional writing and proofreading skills.
- Ability to maintain confidentiality and discretion while carrying out duties with the highest quality and timeliness.

Thompson Hine LLP is an Equal Employment Opportunity Employer, offering a supportive and inclusive work environment for all employees.

H1: Join Our Team as a Paralegal in Personal & Succession Planning
H2: Responsibilities of the Paralegal Position

Job Title: Paralegal - Personal & Succession Planning
Location: Multiple Offices (Columbus or Dayton)
Department: Legal Support
Salary: Competitive

Thompson Hine LLP, an AmLaw 200 law firm, is seeking a full-time Paralegal to join our team in either our Columbus or Dayton office. The position will support the Personal & Succession Planning practice group and will work closely with the Partner and/or Associate on a given matter. We are a firm committed to innovation and Diversity, Equity and Inclusion, and we offer a competitive salary and benefits package, along with employee discounts.

Responsibilities:

- Prepare initial probate papers, value assets, and prepare inventories and accountings for court filings.
- Provide information on filing deadlines and other important dates.
- Communicate with courts and other agencies to process filings and record documents.
- Arrange distributions to beneficiaries and draft transfer documents for revocable trusts.
- Conduct research on state and county records for information on business entities and heirs.
- Meet with Probate Court Magistrates as needed.
- Experience working with banks, county auditors, and other governmental agencies.
- Gather and organize gift and asset information for estate and gift tax returns.
- Coordinate with other professionals, such as accountants and financial advisors.
- Review brokerage statements and prepare reports for beneficiaries.

Requirements:

- Four-year degree or equivalent experience, with a preference for a degree in Paralegal Studies or a paralegal certificate.
- Familiarity with Ohio Probate Law and Microsoft Office programs.
- Experience with relevant software, such as LEXIS, Estate Val XP, and Perfect Forms.
- Proficiency in drafting and revising documents with exceptional writing and proofreading skills.
- Ability to maintain confidentiality and discretion while carrying out duties with the highest quality and timeliness.

Thompson Hine LLP is an Equal Employment Opportunity Employer, offering a supportive and inclusive work environment for all employees.

H1: Join Our Team as a Paralegal in Personal & Succession Planning
H2: Responsibilities of the Paralegal Position

Job Title: Paralegal - Personal & Succession Planning
Location: Multiple Offices (Columbus or Dayton)
Department: Legal Support
Salary: Competitive

Thompson Hine LLP, an AmLaw 200 law firm, is seeking a full-time Paralegal to join our team in either our Columbus or Dayton office. The position will support the Personal & Succession Planning practice group and will work closely with the Partner and/or Associate on a given matter. We are a firm committed to innovation and Diversity, Equity and Inclusion, and we offer a competitive salary and benefits package, along with employee discounts.

H1: Paralegal Position in Personal & Succession Planning at Thompson Hine LLP
H2: Join Our Team in Columbus or Dayton

Are you a skilled Paralegal with experience in Personal & Succession Planning? Thompson Hine LLP is currently seeking a full-time Paralegal to join our team in either our Columbus or Dayton office. As an AmLaw 200 firm, we are regularly recognized for our commitment to innovation and Diversity, Equity and Inclusion. We offer a competitive salary and benefits package, along with employee discounts.

Responsibilities:

- Prepare initial probate papers, value assets, and prepare inventories and accountings for court filings.
- Provide information on filing deadlines and other important dates.
- Communicate with courts and other agencies to process filings and record documents.
- Arrange distributions to beneficiaries and draft transfer documents for revocable trusts.
- Conduct research on state and county records for information on business entities and heirs.
- Meet with Probate Court Magistrates as needed.
- Experience working with banks, county auditors, and other governmental agencies.
- Gather and organize gift and asset

Not specified

Competitive wages, robust benefits package, employee discounts

Not specified

Estate Administration, Estate & Gift Returns, Trust Administration - Inter Vivos Trusts, Probate Law, Microsoft Office, LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS

Four-year degree or equivalent experience, Paralegal Studies or paralegal certificate preferred

Interested candidates should submit a resume and cover letter to [contact person name] at [email or address].

Qualification and Experience Four-year degree or equivalent experience, Paralegal Studies or paralegal certificate preferred

Legal