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Title : Trusts And Estates Paralegal

Location : Colorado - Boulder
Refer to Job # OXTF784872

Trusts And Estates Paralegal The candidate will be drafting estate planning documents and client transmittal letters. Preparing deeds, assignments, and other documents, as well as e-recording/e-filing such documents. Preparing and filing entity formation documents. Establishing new client matters and maintaining client files. Communicating regularly with clients via phone and email. Probate & Estate Administration duties: Assist with trust and estate administration. Draft documents and correspondence related to probate matters. Assist with collection, allocation, transfer and/or re-tilting of assets. Prepare and file pleadings with the Court when necessary. Create reminders and track progress for various filing deadlines. Provide regular client contact via email and telephone. Coordinate with insurance companies, financial advisors, etc. in the course of the administration. Experience with filing estate tax returns (IRS Form 706) and the Gillett Estate Management. Suite (GEMS) a bonus. Should possess well-honed computer skills, including proficiency with Microsoft Office and Adobe; familiarity with document management systems like Worldox and time management programs like Prolaw is a plus.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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