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Title : Probate/estate Planning Paralegal

Location : North Carolina - Charlotte
Refer to Job # CGEF861179

Probate / Estate Planning Paralegal The candidate will review and respond to initial correspondence from clients and attorneys with information regarding the scope of work, fees, and expenses related to estate administration. Review and analyze estate documents including, wills, deeds, death certificates, trust agreements, affidavits, and estate tax returns. Assist with the coordination and identification of personal and real property estate assets, heirs, and devisees. Assist in the search of documentation or coordination of appraisals to determine the date of death valuations of estate assets and real property. Prepare petitions, documents, and correspondence required to open ancillary administrations and in-state administrations, obtain the appointment of personal representative(s), and follow through to the closing of the estate by Probate Court and Taxing Authorities. Prepare correspondence and applicable documents, including court documents, to beneficiaries to report on the status of administration. Prepare property transfer documents, including deeds, deeds of distribution, and attorney affidavits for filing with the Register of Deeds. Review date of death valuations and preparation and coordination of Non-Resident Tax Notices to probate Judge, estate tax returns, and related correspondence to Taxing Authorities. Prepare requests for disbursement of expenses related to estate administration. Reconcile monthly estate valuations. Coordinate appointments, assemble and distribute documents to clients, and log and store documents. The candidate should have a Bachelor's degree, paralegal certification or degree, and/or an equivalent combination of education and experience. Must have 2+ years of probate/estate planning experience. Should have knowledge of the legal processes, principles, and practices required in probating estate assets and the responsibilities of personal representatives with regard to estate tax procedures for decedents. Must have strong communication, drafting, and writing skills. Proficiency with MS Word and Outlook is required.

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