**Members Only** brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most.
Trust and Estates Paralegal Responsibilities: Engage in the work of attorneys by demonstrating knowledge and status of current cases and projects, utilizing available resources. Draft simple wills, powers of attorney, advance health care directive, HIPAA releases, certifications of trust, etc. Assist with estate plan signings. Prepare and file probate court documents: notice of hearings, proofs of service, guardian ad litem petitions, etc. 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 and other legal documents, 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. Various administrative tasks as required.
Qualifications: Must have 5+ years of estate planning and trust and estate administration experience. Bachelor's degree or paralegal certificate required. Proficient with Adobe Acrobat DC and Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. Notary public or willing to become one. Knowledge of Probate process and rules, use of judicial council forms. Ability to use reference materials in order to assist attorneys with preparation of probate court filings and trust and estate administration tasks. Strong verbal and written communication skills, as well as excellent proofreading skills. Knowledge of probate court rules and probate court filing procedures. Experienced with gift and estate tax returns.
