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Trust and Estate Paralegal

1 month ago

Mayfield Heights, United States Corporate Ladder Full time
Job DescriptionJob DescriptionOur client is a reputable and growing firm on the east side of Cleveland that is seeking a Trust and Estate Paralegal who will play a crucial role in assisting attorneys with legal matters related to estates, wills, trusts, and probate proceedings.Responsibilities
  • Interact with clients on substantive legal matters – handle client calls, questions and inquiries.
  • Follow up with clients on missing our outstanding drafting items.
  • Manage and maintain estate administration files from opening the estate to closing the estate.
  • Input raw client data into document creation programs and prepare/proof initial drafts of estate planning, trust administration and probate documents for attorney review.
  • Communicate with the Clerk of Court, clients, banks, and other professionals.
  • Revise documents after attorney review.
  • Gather, review, and organize data regarding client’s beneficiaries, trustees, agents, and other representatives.
  • Send and track correspondence related to the trust and probate administration process to clients, advisors, and financial institutions.

Experience
  • 5-7+ years’ experience in estates, probate, and trust administration
  • Excellent attention to detail
  • Working knowledge of Clio Manage is a plus, as is the ability to learn new skills using technology
  • Advanced knowledge of Outlook, Microsoft Word, and Excel
  • Strong organizational skills
  • Strong written and oral communication skills

Our client offers a friendly culture, opportunities and more The billable hour requirement is a very reasonable 1,200 hours.
Contact us today to learn more about this great opportunity