jobber

This job ad has been posted over 40 days ago...

0

applicants

We are seeking a project based senior-level trusts & estates paralegal for our Virtual Paralegal Service team. This is a remote/virtual position with multi-state experience preferred, but not required. The role involves assisting our nationwide attorney client base with Trusts & Estates planning activities and estate probate matters.

Responsibilities and Duties

Assist with initial drafting of estate planning documents
Interview clients and gather information to prepare wills and trusts documents
Prepare trust administration documents, such as: trust certifications, allocation of assets and all documents related to asset transfers to beneficiaries
Prepare petitions for probate, trust-related documents, pleadings, and declarations
Prepare beneficiary and creditor notifications
Prepare asset inventories and estate counting
Assist with trust accounting and funding
Assist in the preparation of federal estate and gift tax returns
Manage probate dockets
Recording deeds with accompanying transfer documents
Organize/index documents
Direct communication with clients and client advisors
Comply with and understand company operation, policies and procedures
Keep confidentiality of client and client’s client matters
Perform other related duties as assigned

Skills

Solid computer skills and experience with Microsoft Office suite
Competent with Adobe Acrobat Pro
Able to work in a collaborative teamwork environment and able to share information with appropriate parties on a need to know basis
Strong project management skills
Strong customer service and client relationship management skills
Able to motivate, and work effectively with, highly skilled talent
Strong analytical, trouble-shooting, organizational and planning skills

Experience

Ten year specialized experience in trusts & estates and probate
Experience with one or more software platforms

Person Specification

A self-starter who works well independently and in a team
Flexible and responsive
Enjoys communicating with clients and guiding people through projects
Able to function well under pressure and deadlines
Has close attention to detail and thinks ahead
Pride and integrity in one's work
Highly professional and well organized
Reference : Senior Trusts & Estates Paralegal (Contract/Remote) jobs

Your name:
Your e-mail:
Message or letter of intention:
Upload resume/CV:	Max. 3 MB. Recommended formats: PDF, RTF, DOC, ODT.
Anti-Spam
or cancel

« Go back to category
Is this job ad fake? Report it!   
Recommend to a friend

Published at 26-07-2022
Viewed: 203 times