Trust and Estates Legal Professional
3 weeks ago
Hiring a Senior level Probate Paralegal with at least three to five years of experience in a law firm setting supporting a trust and estates practice group. A competitive base salary, full benefits, 401k + match, PTO/Vacation and lucrative holiday time off schedule, room for growth, annual bonus and salary reviews are available.
About the RoleThis position requires extensive experience in probate, including but not limited to:
- Prior experience with guardianships and trust modifications.
- Prepare probate pleadings, along with other legal documents.
- Marshal inventory and distribution of assets.
- Knowledge of IRS forms such as gift tax (709) and estate tax (706) returns.
- Recording documents and deeds with courts, E-Filing.
- Proofread all documents and correspondence for accuracy.
- Billing - prepare invoices, create cover letters, and send out to clients.
- Enter time and print reports as requested.
- Maintaining client's files, including preparing documents for signings.
- Communicate daily with clients in a professional manner.
- Maintain confidentiality of client information.
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