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Title : Estate Planning Paralegal

Location : Florida - Coral gables
Refer to Job # WXTP853836

Estate Planning Paralegal The candidate will review debriefs and create or review spreadsheets confirming the design/outline and specific instructions for the client's matter. Gather and confirm details and missing information with the client and answer any questions they may have. Draft simple or complex Revocable Living Trusts/Last Will and Testaments, Trust Amendments, Will Codicils & Ancillary documents. Draft Irrevocable Trusts. Draft real estate deeds. Draft affidavits. Draft Corporate assignments to Trusts and Corporate Acceptances. Provide updated transfer ledgers to reflect changes. Create legal diagrams and charts to provide graphical representations of estate plans and corporate structures. Review Estate Planning, Kids Protection Plan, and Corporate Black Book Binders before delivery to clients. File corporate formations and entity maintenance and renewals. Prepare EIN authorizations, SS4 Forms, and obtaining EINs. Lead the Signing Ceremony meeting and notarize all executed documents. During this meeting, all final fiduciary information is reviewed and confirmed and all client questions are answered thoroughly while refraining from ever giving legal advice. Review Asset Spreadsheets and gather necessary information (ex. confirm title of properties, ownership of business interests) to coordinate and conduct Funding Meeting. Conduct the Funding Meeting to discuss how to properly title assets/name beneficiaries. Have clients sign self-funding acknowledgment.

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