Trust and Probate Case Manager

6 days ago


Indianapolis, Indiana, United States Anderson & Gray, LLC Full time
Job Title: Estate Plan CoordinatorAbout Our Firm

Anderson & Gray, LLC is a trusted law firm specializing in trust and probate estate administration, estate planning, closely held business organizations, succession planning, and business transactions.

Hourly Rate and Benefits

The successful candidate will receive a competitive hourly rate based on experience, with potential for overtime, paid time off, and a health insurance stipend.

Primary Responsibilities
  • Estate Plan Intake and Case Management
  • Drafting of Advance Directives from forms
  • Preparation of Estate plan drafts for clients
  • Preparation of Estate plan revisions
  • Preparation of Deeds and Miscellaneous Transfer Correspondence
  • Preparation of Estate Plan Executions
  • Miscellaneous filing of documents
  • Creation of files and info sheets
  • File and database management
  • Answering phone calls and fielding messages
  • Scheduling appointments
  • Copying documents
  • Typing of simple letters and typing dictated documents
  • Mailings and address management
Key Requirements
  • Bachelor's or Associate's Degree preferred but not required
  • Applicants with office, law office, or accounting office experience given preference
  • Ability to learn quickly and work independently while following established practice processes and procedures
  • Excellent computer skills, including proficiency in Microsoft Word, Excel, and Outlook
  • Detail oriented and must have the ability to multitask and prioritize workload
  • Must be a team player with willingness to continually review and improve processes


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