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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Paralegal - Wealth Strategies Duties: Meet and communicate with clients to gather and provide information. Manage and administer the property owned by decedents, including the preparation of drafts of pleadings to open a decedentâ€™s estate, inventory of property, decedentâ€™s final income tax return, fiduciary income tax returns, estate and inheritance tax returns, annual and final settlements, and transfer documents. Prepare drafts of documents and amendments related to estate planning â€“ including wills, durable powers of attorney, health care directives, amendments, trust documents, transfer of assets of revocable trusts, and diagrams for estate plans. Administer the property held by trustees â€“ including but not limited to processing routine transactions such as income deposits, payment of administrative expenses, distributions to beneficiaries, periodic accountings to beneficiaries, security sales and purchases, fiduciary income tax returns, and investments for trusts and estates. Participate in probate conferences and assist in explaining the procedures to clients. Prepare drafts of all routine forms, petitions and orders. Handle all administrative and clerical functions related to the estate. Interact and communicate with all non-legal parties involved, such as insurance agents, real estate agents, banking agents, and administrative & judicial agents. Docket and monitor deadlines associated with estates.
Qualification and Experience
Requirements: A four year degree or paralegal certificate; 3+ years legal experience â€“ paralegal certificate a plus; Proficient with Microsoftâ€™s Word, Excel, and Outlook; Efficient and effective with great time management skills; and Ability to work independently to meet deadlines and prioritize projects. Must have: Great communication skills(verbal and written); Collaborative team player able to work well with others; Self-motivated; and Understanding of project and process management.
Company infoHiring Coordinator