Paralegal - Estate Planning/Trusts

3 weeks ago


Dallas, United States Career Resource Services Full time

Responsibilities:


  • Maintaining a Will File with copies of documents and information pertaining to prospective estates
  • Gathering original documents and other information necessary to allow the probate attorney to prepare probate applications and other items needed in the probate proceeding and administration process
  • Appling for tax identification numbers for estates and coordinating tax filings for estates and decedents
  • Assisting probate attorney in the preparation of an inventory, appraisement and list of claims for each estate
  • Collecting and securing assets of each estate and ensuring payment of debts and obligations of the estates
  • Inspecting decedents’ residences to secure personal property and other assets and conduct or arrange estate sales as needed
  • Coordinating distribution of assets (including in-kind transfers or following liquidation) as directed in estate planning documents
  • Assisting General Counsel and Associate General Counsels with research, document preparation and review as needed
  • Preparing reports, memos and/or emails to effectively communicate research findings and the status of ongoing projects


Qualifications:


  • Minimum of an associate degree preferred
  • Paralegal certificate
  • Minimum 3 years of related experience in estate administration or related areas of work
  • Strong communication skills (written and verbal)
  • Strong analytical and evaluation skills
  • Ability to multitask
  • Ability to work independently with minimum supervision
  • Ability to work collaboratively with diverse stakeholders


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