Burr & Forman LLP is seeking an experienced probate/estate planning paralegal located in our Hilton Head, SC or Bluffton, SC office. With a one-firm culture across our 20 offices, Burr & Forman is committed to our clients, our colleagues, and our communities. To deliver the highest client service, we recruit the best people and invest in their success. We are active leaders in our local communities and seek to grow and nurture strong relationships with our clients, colleagues and local communities. It’s the Burr way. If our commitment and values align with yours, please consider joining our team. We offer a competitive salary complimented by an extensive suite of benefits and generous paid time off.

KEY CONTRIBUTIONS

• Review and respond to initial correspondence from clients and attorneys with information regarding the scope of work, fees, and expenses related to estate administration
• Review and analyze estate documents including, wills, deeds, death certificates, trust agreements, affidavits, and estate tax returns
• Assist with the coordination and identification of personal and real property estate assets, heirs and devisees
• Assist in search of documentation or coordination of appraisals to determine date of death valuations of estate assets and real property
• Prepare petitions, documents, and correspondence required to open ancillary administrations and in-state administrations, obtain appointment of personal representative(s), and follow through to closing of estate by Probate Court and Taxing Authorities
• Prepare correspondence and applicable documents, including court documents, to beneficiaries to report on status of administration
• Prepare property transfer documents, including deeds, deeds of distribution, and attorney affidavits for filing with the Register of Deeds Review date of death valuations and preparation and coordination of Non-Resident Tax Notices to probate Judge, estate tax returns, and related correspondence to Taxing Authorities
• Prepare requests for disbursement of expenses related to estate administration
• Reconcile monthly estate valuations
• Coordinate appointments, assemble and distribute documents to clients, and log and store documents

THE ESSENTIALS

• Bachelor’s degree, paralegal certification or degree, and/or an equivalent combination of education and experience
• Two or more years of probate/estate planning experience
• Knowledge of legal process, principles and practices required in probating estate assets and responsibilities of personal representatives with regard to estate tax procedures for decedents
• Highly organized, detail-orientated, proactive with a desire to take ownership as a contributing member of the team
• Strong communication, drafting and writing skills
• Proficiency with Microsoft Word and Outlook
• Balance competing priorities and work effectively in a fast-paced environment, exercising patience and professionalism during stressful situations

EOE/M/F/Vet/Disabled

Burr & Forman is an equal opportunity employer and is committed to recruiting, hiring, developing, and promoting lawyers and staff without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, sex stereotyping, or disability.

Please view Equal Employment Opportunity, E-Verify, and other related posters at www.burr.com/careers/working-at-burr.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)