Estate Administration Paralegal

Ideal candidates possess a strong work ethic, exceptional problem-solving skills, and comfort in a dynamic, fast-paced environment. Must excel in managing case files from inception to completion, demonstrating comprehensive understanding of estate administration.

Responsibilities

• Prepare drafts of Probate documents for attorneys, such as applications, motions, notices, and inventories.
• File pleadings and hearing documents.
• Communicate with court staff and clients.
• Prepare correspondence, meet with clients to notarize, witness, and sign documents, and ensure all deadlines are met.
• Prepare Federal and state estate and inheritance tax returns.
• Prepare estate and trust accountings.
• Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries.
• Continuously review and update case progress, determine case closure, and keep matters moving seamlessly.
• Assist in keeping staff, attorneys, and clients on task.
• Assist in preparing Elder Law, Guardianship, and Business Incorporation documents.
• Complete daily tasks and assignments independently with little supervision in a timely manner to meet deadlines.
• Prepare drafts of Estate Planning documents for attorneys, including Wills, various Trusts, and disability planning documents.
• Communicate with clients, witness and notarize documents, and manage the workflow in a timely manner while handling responsibility for the matter.
  
  

Qualifications

• Minimum of 5 years relevant Estate Administration experience supporting a legal practice required.
• Proficiency with MS Word, Excel, and Kofax [Adobe]; knowledge of ONESOURCE or other estate tax return software a plus.
• Excellent organizational skills are critical.
• The right candidate must efficiently organize and prioritize numerous tasks, complete them on time with attention to detail and accuracy.
• Expert ability to manage case files from inception to completion, demonstrating a comprehensive understanding of the entire estate administration process.
• Must be self-motivated with the ability to work independently and as a team member.
• Strong research, analytical, and critical-thinking skills.
• Excellent communication and interpersonal skills, with the ability to communicate with diverse attorneys, staff, and clients.
• Must provide information with courtesy and tact while safeguarding confidentiality.
• Excellent grammar, proofreading, and English composition skills are essential.
• Enthusiastic, articulate, a quick study, friendly, dependable, punctual, a team player, and thrive in a fast-paced environment.
  
  

Skills: probate documents drafting,ms excel,estate and trust accountings,estate administration,tax,research skills,elder law,teamwork,organizational skills,self-motivation,microsoft office,business incorporation documents,english composition skills,interpersonal skills,analytical skills,adobe,kofax proficiency,ms word,ms excel proficiency,grammar skills,excel,estate planning documents,hearing documents,pleadings,probate documents,guardianship,legal correspondence,onesource,case file management,ms word proficiency,critical-thinking skills,probate administration,estate and inheritance tax returns,communication skills,english composition,confidentiality management,proofreading skills,trust accountings,estate planning documents drafting,kofax,organizational & writing skills,proofreading,trusts,grammar