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Organization TypeLaw Firm
Years of Experience
ProfileEstate and Probate Legal Assistant The candidate assists Personal Representatives and estate attorney in timely and accurately processing the estate or trust. Assures that the wishes of the decedent, testator, or the court are followed. Evaluates client requests and need for elder law, estate planning, and Probate services. Develops and maintains positive interaction with potential and existing clients. Keeps personal representatives or trustees abreast of status of case. Prepares petitions, inventories, marshals assets, tracks estate bills. Maintains and reconciles estate and trust checking accounts and status of valid claims. Prepares final accounting and closing statements. Receives, prepares, and transmits communications by preparing and organizing documents for client appointments and mailing; collecting and mailing correspondence; receiving and distributing communications. Utilizes e-filing of court documents as required in Indiana. Improves job knowledge by participating in educational opportunities. Enters notations of calls and correspondence into case management system. Must have PCLaw software, PC Proficiency in WordPerfect, Microsoft Office, and Quicken. Familiarity and experience with Probate procedures essential.