PARALEGAL

Description

Summary : Provides legal and administrative support to attorneys specializing in the areas of estate administration, trust administration, and estate planning. Maintains positive client contact and observes confidentiality of client matters. Assists with practice management and office operations.

Essential Job Duties And Responsibilities

• Assist with completion of probate forms, releasing liens, court orders, and other related documents;
• Prepare and file documentation necessary for appointment of fiduciary and allowance of wills;
• Assist with estate planning process, including gathering information, drafting documents, and conducting signing appointments;
• Assist with trust funding including form completion, coordination with financial advisors, and recording documents with appropriate registries;
• Assist with real estate related matters in conjunction with trusts;
• Gather date of death values, compiles information for estate tax returns;
• Maintain systems for tracking deadlines and follow-ups;
• Assist attorneys with client billing, including : reviewing for accuracy, sorting by bill type, reviewing with attorney, and communicating with Accounting Department;
• Communicate with clients for improved client experience and relationship maintenance;
• Assist attorneys with general office and practice procedures to maintain workflow; and
• Other duties as assigned.

Knowledge, Skills And Abilities

Credentials And Experience

Candidates should be comfortable working in a fast-paced environment, be able to compose effective letters, communicate clearly with clients, and possess good attention to detail. Experience with probate, estate tax returns, deed preparation, and Medicaid applications is helpful but not required, as we are willing to train in these areas. Competitive salary commensurate with experience and full benefits.

J-18808-Ljbffr