Trust and Probate Case Manager
6 days ago
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 BenefitsThe 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
- 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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Estate and Trust Administration Specialist
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Indianapolis, Indiana, United States Anderson & Gray, LLC Full timeJob Title: Estate Plan CoordinatorCompany OverviewAnderson & Gray, LLC is a reputable law firm specializing in trust and probate estate administration, estate planning, closely held business organizations, succession planning, and business transactions.Salary and BenefitsThe Estate Plan Coordinator will receive a competitive hourly rate based on experience,...
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Indianapolis, Indiana, United States Anderson & Gray, LLC Full timeJob OverviewAnderson & Gray, LLC is a reputable law firm specializing in trust and probate estate administration, estate planning, closely held business organizations, succession planning, and business transactions.We are seeking an experienced Estate Plan Coordinator to join our team. As a key member of our estate planning practice, you will be responsible...
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