Paralegal - Estate Planning Trust And Probate Administration

Profile

Paralegal - Estate Planning, Trust And Probate Administration
The candidate will be assisting Attorney and Senior paralegal with drafting various Estate Planning documents, Trust Administration documents and Probate documents. Prepare correspondence to clients and other professionals as needed. Meet with potential and current clients. Follow up with clients to obtain or gather information as needed. Maintain Estate Planning client files. Assist in client Estate Planning signing appointments as needed. Provide administrative support to attorneys and other staff in business and Tax departments as needed. Must be highly proficient grammar and proof-reading skills. Should have experience drafting Estate Planning documents, including deeds, assessor forms and other funding documents. Must have experience drafting Trust Administration documents, including preparation of 16061.7 Notice, preparation of IRS Form 706, preparation of EIN applications and related documents. Should have advanced knowledge of Microsoft Office 365 software. Experience with Clio, Wealth Counsel, HotDocs, DataTree is desired. Must have AA or BA/BS. Should have Certificate or Degree in Paralegal studies or equivalent. Should have 3+ years of recent experience in the areas of Estate Planning, Trust and Probate Administration. Notary Public preferred.

Company info

Sign Up Now - WashingtondcCrossing.com