Estate Administration Paralegal
Estate Administration Paralegal
Posted on :
25-09-2024
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1 Vacancy
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Job Description
Ideal candidates possess a strong work ethic exceptional problemsolving skills and comfort in a dynamic fastpaced environment. Must excel in managing case files from inception to completion demonstrating comprehensive understanding of estate administration.
Responsibilities:
- Prepare drafts of Probate documents for attorneys such as applications motions notices and inventories.
- File pleadings and hearing documents.
- Communicate with court staff and clients.
- Prepare correspondence meet with clients to notarize witness and sign documents and ensure all deadlines are met.
- Prepare Federal and state estate and inheritance tax returns.
- Prepare estate and trust accountings.
- Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries.
- Continuously review and update case progress determine case closure and keep matters moving seamlessly.
- Assist in keeping staff attorneys and clients on task.
- Assist in preparing Elder Law Guardianship and Business Incorporation documents.
- Complete daily tasks and assignments independently with little supervision in a timely manner to meet deadlines.
- Prepare drafts of Estate Planning documents for attorneys including Wills various Trusts and disability planning documents.
- Communicate with clients witness and notarize documents and manage the workflow in a timely manner while handling responsibility for the matter.
Qualifications:
- Minimum of 5 years relevant Estate Administration experience supporting a legal practice required.
- Proficiency with MS Word Excel and Kofax Adobe; knowledge of ONESOURCE or other estate tax return software a plus.
- Excellent organizational skills are critical.
- The right candidate must efficiently organize and prioritize numerous tasks complete them on time with attention to detail and accuracy.
- Expert ability to manage case files from inception to completion demonstrating a comprehensive understanding of the entire estate administration process.
- Must be selfmotivated with the ability to work independently and as a team member.
- Strong research analytical and criticalthinking skills.
- Excellent communication and interpersonal skills with the ability to communicate with diverse attorneys staff and clients.
- Must provide information with courtesy and tact while safeguarding confidentiality.
- Excellent grammar proofreading and English composition skills are essential.
- Enthusiastic articulate a quick study friendly dependable punctual a team player and thrive in a fastpaced environment.
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Employment Type
Full Time
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