Probate Paralegal

Function : The Paralegal provides legal and administrative assistance to the Law Firm which primarily includes work as a full time Probate and Estate Planning Paralegal to join our fast growing firm. Our office has been established for over 62 years and continues to grow and provide a dynamic work environment. Candidates must have at least two years of paralegal experience, preferably but not required to be in the area of probate law, including guardianship, estate and trust administration, as well as experience in interacting with attorneys, Probate Courts and clients. Candidates must be self-directed, highly organized, highly motivated, and able to multi-task and prioritize work.

Responsibilities Include:

• Assisting with the creation of correspondence and other legal documents to other business partners and/or clients;
• Ability to professionally communicate with partners, other attorneys, and teams within the firm via phone, email, personal conversation and letter correspondence; Assists other legal staff with projects, as assigned;
• Responsibilities will include preparing and filling probate documents, prepare trust accounts, estate planning documents, annual minutes reports and correspondence, client communication and database management.
• Meet and correspond with clients, beneficiaries, banking institutions, insurance companies, appraisers, and court personnel.
• Draft probate pleadings and other necessary legal documents for estate and trust administration and guardianships.
• Determine, and value estate or trust assets, coordinate asset transfer of assets through the estate or trust, pay valid estate or trust debts, and process distribution of the estate or trust assets.
• Extensive case management of guardianship, estate and trust administration.
• Use and regularly update the firm’s appointment and task system to track file activity for each assigned file and to document work completed and work to be completed.

Skills:

• Ability to work independently and efficiently;
• Knowledge of probate court rules and procedures;
• Self-Starter but must be able to work in a team environment;
• Ability to learn quickly preferred;
• Close Attention to detail required;
• Excellent written and verbal communication skills required;
• Experience maintaining filing systems;
• Strong organizational skills;
• Excellent interpersonal skills, with the ability to work with diverse groups and Individuals preferred;
• High degree of integrity and professionalism required;
• Demonstrated ability to maintain highly confidential information required;
• Demonstrated ability to manage projects with changing priority.

Schedule:

• 8 hour shift
• Monday to Friday
• Flex Time permitted

Supplemental Pay:

• Bonus pay
• Compensation based on Experience

Education & Experience:

• Prefer Paralegal Studies degree or OSBA certified paralegal certificate;
• Minimum of 2 plus years of experience as a legal assistant/paralegal working closely with senior level attorneys in a law firm or corporate legal environment.
• High school or equivalent (Required)

• Microsoft Office: 3 years (Preferred)

• Probate Experience: 2 years (Preferred)

• Work Location: One Location

• Work Remotely: No