What are the responsibilities and job description for the Probate Paralegal position at ELITE PATH SOLUTIONS LLC?
Job Description
Job Description
Position Overview :
In this role, you will handle the drafting and execution of& Estate Planning & documents and manage the opening and closing of Probate, Trust, and Guardianship matters. You will collaborate closely with attorneys, legal assistants, and administrative staff, serving as the “air traffic controller” of workflow. The ideal candidate will have experience in Estate Planning, particularly with& Wealth Counsel , a leading drafting software.&
Responsibilities include but are not limited to :
- Initial client intake;
- Working in the firm database program inputting client information;
- Coordinating scheduling and process flow;
- Coordinating drafting assignments (with the ability to jump in and draft or edit when necessary) and managing timeliness of document production / output;
- Calling and / or emailing clients to schedule follow-up meetings or to obtain information;
- Working with staff to print and collate Estate Planning documents for execution;
- Acting as a Witness or Notary during document signings;
- Providing accurate non-attorney information in-person and via phone / email;
- Updating calendars and scheduling meetings;
- Performing other clerical duties such as filing, photocopying, scanning and faxing.
Requirements :
Educational Background :
Work Type : & Full-time
Schedule :
Salary Benefits : & $25.00 / hour, depending upon experience.
Salary : $25
