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Title : Paralegal; Personal & Succession Planning

Location : Ohio - Dayton
Refer to Job # QRIL842076

This Midwest firm manages its practice groups efficiently and matter-of-factly. Solid and steady work help solidify this firm as a reliable player in the smaller law firm market. Associates can expect good training, including more hands-on work than in other firms offering similar levels of sophistication in the practice. Associates will be pleasantly surprised by the sophistication of this small firm, combined with a warm collegial environment.
Paralegal; Personal & Succession Planning The candidate will prepare initial probate papers. Value assets, either manually or by use of computer programs, including required research. Prepare probate inventories and accountings, and other court required filings. Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket. Contact court and other agencies in order to process filings, record deeds and other conveyances, and, when required, to personally file estate documents. Arrange distributions to or on behalf of beneficiaries. Draft deeds and other transfer documents to fund revocable trusts. Research state and county records to obtain information on business entities and heirs. Meet with Probate Court Magistrates as needed. Review Brokerage Statements. Arrange distributions to or on behalf of beneficiaries. Prepare reports to beneficiaries. Four-year degree or equivalent experience is required. Degree in Paralegal Studies or paralegal certificate is preferred. Experience in LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System) is preferred.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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