Paralegal/Legal Assistant

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Paralegal/Legal Assistant
Duties: Prepare and file probate petitions with the Surrogate’s Court. Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers. Prepare and file inventory of assets with the Surrogate’s Court. Compile all information required to prepare annual income tax returns. Prepare receipts and releases. Research and investigate any requests, problems or issues, and resolve with appropriate parties. Prepare initial drafting of wills, powers of attorney, and healthcare documents. Prepare initial drafts of client correspondence and memos. Responsible for client contact and communication to clients. Prepare initial drafting of contracts of sale, all riders. Prepare deed and transfer documents and must have experience with ACRIS. Ordering title, mortgage payoffs as well as any other documents to clear title. Schedule closings with all relevant parties. Prepare initial draft of closing statement including updated taxes. Communicate with client on all phases of the transaction to ensure a smooth closing. Prepare and process Medicaid applications and Pool Trust applications.

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