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Estate Administration Paralegal
2 months ago
Position: The Paralegal offers legal and administrative support to the Combs & Schaefer Law Firm, focusing on Probate and Estate Planning. Our firm has a rich history of over 62 years and is committed to fostering a vibrant work atmosphere. Candidates should possess a minimum of two years of paralegal experience, ideally in probate law, including guardianship and estate administration, along with a proven ability to engage with attorneys, Probate Courts, and clients.
Key Responsibilities:
- Drafting correspondence and legal documents for clients and business partners;
- Communicating professionally with attorneys and team members through various channels;
- Preparing and filing probate documents, managing trust accounts, and handling estate planning paperwork;
- Engaging with clients, beneficiaries, financial institutions, and court personnel;
- Creating probate pleadings and essential legal documents for estate and trust management;
- Assessing and valuing estate or trust assets, coordinating asset transfers, and managing debt payments;
- Overseeing case management for guardianship and estate administration;
- Utilizing the firm's task management system to track file activities and document progress.
Essential Skills:
- Ability to work autonomously and efficiently;
- Familiarity with probate court regulations and procedures;
- Self-motivated with a collaborative mindset;
- Quick learner with a keen attention to detail;
- Strong written and verbal communication skills;
- Experience in maintaining organized filing systems;
- Exceptional organizational and interpersonal skills;
- High level of integrity and professionalism;
- Capability to handle confidential information with discretion;
- Proven ability to manage projects with shifting priorities.
Work Schedule:
- 8-hour shifts, Monday to Friday;
- Flexible working hours available.
Compensation:
- Bonus opportunities;
- Salary commensurate with experience.
Qualifications:
- Preferred educational background in Paralegal Studies or OSBA certification;
- At least 2 years of experience as a paralegal or legal assistant in a law firm or corporate legal setting;
- High school diploma or equivalent required;
- Proficiency in Microsoft Office preferred.
