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Title : Probate Paralegal

Location : Ohio - Cleveland
Refer to Job # OZQO731439

Probate Paralegal The candidate will work in Corporate & Securities Practice Group. Provide support to legal staff for various probate matters and probate administration, as well as speaking with clients and managing dockets. Performs research and prepares a summary of research results as requested. Drafts legal documents and proofreads for accuracy. Prepares correspondence. Files documents and pleadings with various courts and other agencies. Summarizes legal documents, deposition transcripts, etc. Codes all new templates for both Estate Planning and Real Estate utilizing HotDocs software. Assembles all estate planning documents, including deeds, utilizing HotDocs software. Analyzes records provided by clients, CPAs, banks and corporate fiduciaries, identifies assets held at death, values all estate assets utilizing IRS-approved methods, and calculates accruals. Drafts Federal and State Estate Tax Returns and proofreads for accuracy. Analyzes financial records and drafts internal office inventories, Probate Court Inventories and Fiduciary and Trust Accountings. Provides guidance to clients and fiduciaries regarding estate administration tasks and provides information to CPAs to facilitate income tax return preparation. Assists clients and others in collecting estate assets by compiling required legal transfer documentation and completes claim and new account forms. Manages checkbooks for Estate and Trust funds and maintains accountings of funds received and expended. Performs other duties as assigned. The candidate should preferably have Degree or certificate in paralegal studies. 5+ years of probate paralegal experience preferred. Must have strong organization skills and an ability to prioritize and multi-task. Excellent interpersonal and communication skills, and a client service attitude required.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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