Description
We are seeking a Paralegal to perform a variety of duties to assist estate planning attorneys to whom assigned. Maintains positive contact with clients and observes confidentiality of client matters. Organizes and maintains probate, estate planning, real estate, and entity documents.
Key Responsibilities
· Work collaboratively with attorneys and other team members in all stages of estate planning, wealth transfers and estate and trust administration.
· Handle various aspects of trust and estate administration, including preparing and filing probate pleadings, as well as preparing beneficiary and creditor notices, inventories, accountings and tax documents.
· Prepare and file deeds and property transfer affidavits.
· Prepare routine estate planning documents such as financial power of attorney, health care power of attorney, and other ancillary documents.
· As...