What are the responsibilities and job description for the Paralegal (Trust & Estate) position at Corporate Ladder Search Partners, Inc.?
A reputable and growing law firm on the east side of Cleveland is seeking a Trust and Estate Paralegal who will play a crucial role in assisting attorneys with legal matters related to estates, wills, trusts, and probate proceedings.
Responsibilities
- Interact with clients on substantive legal matters – handle client calls, questions and inquiries.
- Follow up with clients on missing our outstanding drafting items.
- Manage and maintain estate administration files from opening the estate to closing the estate.
- Input raw client data into document creation programs and prepare / proof initial drafts of estate planning, trust administration and probate documents for attorney review.
- Communicate with the Clerk of Court, clients, banks, and other professionals.
- Revise documents after attorney review.
- Gather, review, and organize data regarding client’s beneficiaries, trustees, agents, and other representatives.
- Send and track correspondence related to the trust and probate administration process to clients, advisors, and financial institutions.
Experience
Contact us today to learn more about this opportunity to work within a friendly and supportive culture and with a great company that financially rewards you for billing 1,200 hours!
