Probate Paralegal in Cincinnati, OH| LawFirmStaff

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Title : Probate Paralegal

Location : Ohio - Cincinnati
Refer to Job # VBSV790326


Probate Paralegal Duties: 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. Prepare necessary tax returns, including fiduciary returns, decedent's final personal income tax returns, and Federal Estate Tax Returns (Forms 706), and file with appropriate taxing authorities. 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. Candidate must have 5+ years of paralegal experience in the probate area, including guardianship, estate and trust administration, as well as experience in interacting with attorneys, Probate Courts and clients. Must be self-directed, highly organized, highly motivated, and able to multi-task and prioritize work. Knowledge of MS Office. Strong interpersonal, organizational, verbal and written communication skills.
 
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