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Law Firm
Legal Staff
Trusts and Estates
Min 2 yrs required
Part-time Trusts and Estates Administration Paralegal The candidate will prepare and file probate court documents: notice of hearings, proofs of service, guardian ad litem petitions, etc. Will prepare deeds and supporting documents to transfer title to real property to trusts or LLCs. Assist attorneys with the administration of decedent’s trusts and estates: calendar deadlines, gather asset information from clients; prepare notices, etc. Assist attorneys with the preparation of federal estate tax returns and related filings. Interact with, and show compassion to, clients who have suffered the loss of a loved one or are under a great deal of stress. Set up, maintain, and ensure that files are kept current including classifying, arranging files, filing, and storing information. Monitor, prioritize, organize, and facilitate daily workflow in order to meet project deadlines. This includes all administrative tasks including scheduling meetings, calendar management, processing expense reimbursements etc.
Qualification and Experience
The candidate should have Bachelor's degree or paralegal certificate. Should have notary public or willing to become one. Must have 2+ years of experience in trust and estate administration. Should have ability to use reference materials in order to assist attorneys with preparation of probate court filings and trust and estate administration tasks. Excellent oral and written communication skills are needed. Should have knowledge of probate court rules and probate court filing procedures. Must be skilled in the use of software systems: Word, Excel, Adobe Acrobat DC, and Power Point.
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