Estate Planning Paralegal in , | LawFirmStaff

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Title : Estate Planning Paralegal

Location : Minnesota - St. Paul
Refer to Job # JMCS700056


Estate Planning Paralegal The candidate with attorney supervision, draft, revise, finalize and efile estate planning and probate documents and Medical Assistance applications. Create asset summaries and financial inventories from client financial documents. Connect with clients on a regular basis throughout the representation. Maintain Clio practice management and Lexicata CRM databases. Accurately and thoroughly enter time. The candidate should have High school or equivalent. Preferably have 3+ years of paralegal experience in estate planning and administration experience with a fundamental understanding of estate planning/administration concepts. Possess strong multi-tasking and time management skills: be able to prioritize and manage many varied tasks at a time, following through in a timely manner while maintaining a positive attitude. Must have excellent communication, organizational and interpersonal skills. Strong computer skills with significant experience in MS Office Suite, including spreadsheets, time keeping and case management software. Excellent spelling, typing and grammar skills required. Demonstrate a high degree of discretion, confidentiality and integrity in the handling of personal client information, including following the Rules of Professional Conduct. Fluency in English required.
 
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