Estate and Trust Administration Specialist
3 weeks ago
Anderson & 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, with potential for overtime, paid time off, and a health insurance stipend.
Job 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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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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Indianapolis, Indiana, United States Anderson & Gray, LLC Full time**Job Overview**Estate Plan Coordinator role available at Anderson & Gray, LLC, a reputable law firm specializing in trust and probate estate administration, estate planning, closely held business organizations, succession planning, and business transactions.The successful candidate will be responsible for processing tasks associated with our Estate Planning...
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Indianapolis, Indiana, United States Anderson & Gray, LLC Full timeAbout the PositionThis full-time position involves various administrative tasks related to estate planning, including drafting Advance Directives from forms, preparing estate plan drafts, revisions, and executions. The ideal candidate will have a Bachelor's or Associate's Degree and relevant office experience.The successful candidate will also be responsible...
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Indianapolis, Indiana, United States Anderson & Gray, LLC Full time**About Us**Anderson & Gray, LLC is an established law firm dedicated to 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. This full-time position offers competitive hourly pay based on...
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Indianapolis, Indiana, United States Anderson & Gray, LLC Full timeEstate Plan Coordinator RoleWe offer a competitive hourly pay based on experience, potential overtime, paid time off, and health insurance stipend. The successful candidate will have excellent computer skills, including proficiency in Microsoft Word, Excel, and Outlook.The Estate Plan Coordinator will work independently while following established practice...
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