Estate Planning Paralegal

2 weeks ago


Mayfield Heights, Ohio, United States Corporate Ladder Search Partners, Inc. Full time

Corporate Ladder Search Partners, Inc. is currently looking for a dedicated Trust and Estate Paralegal to join a reputable and expanding legal firm. This position is essential in supporting attorneys with various legal matters concerning estates, wills, trusts, and probate processes. The firm prides itself on fostering a positive work environment and ensuring a healthy work/life balance.

Key Responsibilities:

  • Engage with clients on significant legal issues, addressing their calls, inquiries, and concerns.
  • Follow up with clients regarding any outstanding documentation needed for drafting.
  • Oversee and maintain estate administration files from initiation to conclusion.
  • Input raw client information into document generation software and prepare initial drafts of estate planning, trust administration, and probate documents for attorney evaluation.
  • Coordinate communication with the Clerk of Court, clients, financial institutions, and other professionals.
  • Revise documents based on attorney feedback.
  • Collect, review, and organize information regarding clients' beneficiaries, trustees, agents, and other representatives.
  • Send and monitor correspondence related to the trust and probate administration process to clients, advisors, and financial entities.

Qualifications:

  • 5-7+ years of experience in estate planning, probate, and trust administration.
  • Exceptional attention to detail.
  • Familiarity with Clio Manage is advantageous, along with a willingness to learn new technological skills.
  • Proficient in Outlook, Microsoft Word, and Excel.
  • Strong organizational capabilities.
  • Excellent written and verbal communication skills.


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