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Paralegal The candidate will assist attorneys in working with accountants, financial planners, and the court. Will communicate with clients, trustees and family members, and beneficiaries. Prepare deeds, asset spreadsheets, probate pleadings, and federal estate tax returns. Responsible for trust and probate administration. Draft correspondence and legal documents. Bachelorâ€™ s Degree and Paralegal Certification is essential. Should have 2+ years of experience as a trust & estate paralegal. Exposure to iManage, Adobe Acrobat and MacPac is needed. Working knowledge of Probate process and rules, use of judicial council forms is needed.
Company infoHaeley Meyer