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Date Last Verified
Years of Experience
ProfileEstate Administration Paralegal Duties: Assist attorneys in the administration of estates, trusts, and guardianships, including drafting correspondence and legal documents and preparing inventories, accountings, and other probate documents; conferring with clients, beneficiaries, insurance companies, financial institutions, public officials, and court administrators; reviewing tax strategies and preparing various tax returns; gathering information and keeping abreast of administrative changes. The overall goal is to assist attorneys in ensuring quality service to clients. Adhere to NC State Bar Rules of Professional Conduct and are performed under the supervision of an attorney.
Qualification and Experience
Qualifications: Bachelor's degree or an associate's degree from an accredited Paralegal Technology program and 3-5 years of paralegal experience. Must have a NC Notary Public commission or the ability to obtain same. Accounting experience is preferred. Will have a strong work ethic; exceptional time management, organizational, analytical, and problem-solving skills; excellent client communications and service; proficient technology skills, including, MS Office Suite and general online research; and meticulous attention to detail with strong proofreading skills. Must be able to work independently, handling an estate from beginning to end, collaborating with team members as needed. Because much of the work is in the areas of accounting and taxes, must have strong mathematical skills.
Ward and Smith, PA
127 Racine Drive
University Corporate Center 28403 , Post Office Box 7068
Wilmington, NC 28406-7068
Current Employee - Reviewed on September 09, 2017
The firm should focus on helping staff to further advance in their careers. Continuing to compensate staff for their hard work is a great start to what the firm offers.Pros : An environment that has appreciation for its employees. The law firm recognizes the performance of hard working staff. Leadership has looked on how to compensate staff for their hard work and implemented higher Paid Time Off.