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: self-motivated,analytical skills,problem-solving,client communication,prepare trust accountings,organizational skills,grammar,prepare correspondence,proofreading,estate planning documents,ms excel proficiency,critical-thinking,wills,guardianship documents,case file management,drafting probate documents,estate planning,proofreading skills,trusts,self-motivation,kofax [adobe],tax returns,english composition,excel,organizational & writing skills,research,guardianship,tax,english composition skills,prepare estate planning documents,kofax,onesource,pleadings,estate tax returns,document notarization,critical-thinking skills,teamwork,research skills,hearing documents,kofax proficiency,document preparation,adobe,grammar skills,elder law,probate documents,microsoft office,filing pleadings,prepare tax returns,probate documents drafting,case management,ms word proficiency,legal correspondence,file pleadings,ms excel,trust accountings,business incorporation documents,ms word,estate planning documents drafting,communication,confidentiality management,estate and inheritance tax returns,elder law documents,critical thinking,federal and state tax returns,interpersonal skills,prepare release documents,probate administration,estate administration,estate and trust accountings,communication skills