Estate Planning Paralegal
2 weeks ago
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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Mayfield Heights, Ohio, United States Corporate Ladder Search Partners, Inc. Full timeCorporate Ladder Search Partners, Inc. is currently seeking a skilled Trust and Estate Paralegal to join a reputable and expanding firm. This position is essential in supporting attorneys with legal issues concerning estates, wills, trusts, and probate matters. The firm is known for its positive culture and commitment to work/life balance, with this role...
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