Paralegal/legal Assistant in Cincinnati, OH| LawFirmStaff

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Title : Paralegal/legal Assistant

Location : Ohio - Cincinnati
Refer to Job # GULD773315


Paralegal/Legal Assistant - for probate and estate planning practice The candidate will work in gather information and prepare probate pleadings for estate administration in Butler, Hamilton, Preble, Warren, and Montgomery. Will have direct client communication, by phone, email, or Zoom, to gather information needed to complete probate pleadings. will obtain estate employer identification numbers from the IRS, schedule probate appointments on attorneys calendars, keep track of court deadlines, and prepare correspondence. With information provided by the attorneys, you will prepare trusts, wills, health care directives, and powers of attorney. will also send estate planning questionnaires to potential clients and will secure fee agreements with estate planning clients. will contact clients directly for any additional information needed to complete estate planning documents. Will prepare simple real estate transfer documents such as deeds, transfer on death affidavits, and trustee affidavits, along with the local county conveyance forms. You will also communicate with our third-party real estate professionals to conduct title searches. . Client Communication/Administrative/Calendaring has a general receptionist, will be asked to communicate directly with probate and estate planning clients regarding information gathering, scheduling appointments, answering questions, and securing fee agreements. will also engage in some general administrative work related to the estate planning and probate practice.
 
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