Estates amp Trusts Legal Administrative Assistant

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Estates & Trusts Legal Administrative Assistant
Responsibilities: Drafting wills, trusts, advance medical directives and durable powers of attorney. Preparing legal documents for signing. Preparing asset transfer documents, such as deeds, asset assignments and designated beneficiary forms. Analyzing bank and business records, identifying trust and non-trust assets, and identifying title and character of assets. Drafting petitions and the supporting documents for probate, ancillary probate, and trust administration. Calendaring and maintaining critical deadlines for estate and trust administration cases in electronic calendar system. Maintain attorney calendars. Drafting probate filings and accounting for trusts and estates Extensive communication with clients, financial planners and accountants. Provide support for our growing practice.

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