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Organization TypeLaw Firm
Years of Experience
Date Last Verified
Paralegal Duties: Responsible for assisting Senior Estate Planning Paralegals and Attorneys on accurate/timely drafting of all Estate Planning documents and basic documents. Also responsible for the servicing and assisting of Estate Planning clients with any needs or issues that may arise. Responsible for daily activities of Trust Administration and attorney support, handling daily client meetings/telephone inquiries, preparing all documentation to support clients and trustees in administering trusts and estates, review and update master documents as needed, research legal issues. Use Abacus to update client information on the data base and conflict check against the entire client data base; Draft Estate Planning documents using Wealthcounsel. Make corrections/changes to the Estate Planning documents as instructed by the attorney and client; Run a title search on real property. Analyze Deeds to ensure that real property is in the Trust; Prepare Grant Deeds and County Recorderâ€™s/Assessorâ€™s documents for real property. Prepare transfer letters for other assets; Mail Deeds to County Recorderâ€™s Office; Obtain, complete and mail IRA beneficiary forms; Merge, format and mail drafts of Estate Planning documents to clients. Follow up with clients to ensure that Estate Planning documents are correct; Print Estate Planning documents and assemble binders for signing meetings; Review all Estate Planning documents with clients during the signing meeting. Make sure all documents are properly signed/notarized and scanned into the client file; Serve as primary phone/drop-in contact for miscellaneous estate planning questions; Assist attorney with their daily tasks and duties; Smooth out any complaints or issues that clients may have; Serve as back-up for incoming phone calls to the office; Process original return requests from former clients; Process miscellaneous incoming mail regarding Estate Planning clients; Prepare and mail closing letters and USB flash drives to clients; Prepare and mail three-year review post-cards; Schedule follow up appointments for clients with the attorney. Schedule signing meetings; Participate in weekly Estate Planning meetings and monthly All Staff meetings. Analyze trust and prepare Trust Summary for initial consultations; Update checklist as items come in and follow up on checklist needs 30 days follow-up; Answer new decedent phone calls and respond to client emails; Schedule TA/TT Appointments; Answer all Trust Administration phone calls and route to appropriate person to answer; Set up new decedent appointment and complete new decedent docket, send correspondence through mail as applicable; Attend client consultations with attorney regarding Trust Administration process, assets, signings, allocations, distributions, etc.; Prepare Authorizations, Affidavits, Certifications, Deeds, Schedules, correspondence, transfer and funding documents, documentation for beneficiaries distributions, and Trustee Reports; Meet with clients to explain and notarize documents; Review and update master documents and procedures, as needed; Continuing Legal Education, as required; Run Estate Valuations as necessary; Assign Tax ID numbers as necessary; Process incoming and outgoing mail; File maintenance; Communications with Courts and other outside agencies; Scan various documents to client server file and make copies for files; Update on Abacus all client information; Complete Trust Administration closing documentsâ€”asset checklist, general assignment, deeds, affidavit, Trust certifications, generic letters, specific letters, letters of instruction, letter to IRS, Settlement Agreement, etc.; Interface between client and attorney; Responsible in closing out file when client request; Submit Wills, Affidavits, Deeds via mail as requested; All other projects as assigned.
Qualification and Experience
Qualifications: High School Graduate and 3+ years related work experience. Notary Public; experience in the area of Estate Planning and/or Trust Administration; additional on-going courses and continuing education programs in the area of Estate Planning and Administration. Oral Communication Skills, Strong Written Communication Skills, Interpersonal Skills, Professionalism, Organization, Planning, Strong Proofreading and Grammatical Skills, Time Management, Computer Literacy, Type 50 WPM. Telephone/meeting Etiquette, Legal Terminology. Telephone/Meeting Etiquette, Oral Communication Skills, Strong Written Communication Skills, Interpersonal Skills, Professionalism, Organization, Planning, Time Management, Strong Proofreading and Grammatical Skills. Strong emphasis on accuracy, quality, attention to detail, and strong analytical skills. Excellent written, verbal, and interpersonal communication skills. Positive and productive attitude. Strong organizational and time management skills and the ability to take initiative. Reliability, flexibility, and agility to complete quality work in a timely manner. Ability to work in a team environment as well as work independently. Judgment and tact in handling sensitive and confidential matters. Ability to focus despite distractions and changing priorities. Ability to prioritize, coordinate and handle multiple projects to meet deadlines. Familiar with or able to learn California state and federal court rules, court filings, and e-filing. Proficient in Microsoft Office. Experience working in a fast-paced environment.
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