Estate Planning Paralegal in , | LawFirmStaff

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Title : Estate Planning Paralegal

Location : Minnesota - St. Paul
Refer to Job # JWVQ700055


Estate Planning Paralegal Duties : The candidate shall estate planning, estate administration, and long term care planning. Administrative duties will decrease as the firm grows. With attorney supervision, draft, revise, finalize and efile estate planning and probate documents and Medical Assistance applications. Create asset summaries and financial inventories from client financial documents. Connect with clients on a regular basis throughout the representation. Maintain Clio practice management and Lexicata CRM databases. Accurately and thoroughly enter time. Requirements : The candidate shall have High school or equivalent. The candidate shall have 3 years. Have, preferably, 3+ years paralegal experience in estate planning and administration experience with a fundamental understanding of estate planning/administration concepts. Possess strong multi-tasking and time management skills: be able to prioritize and manage many varied tasks at a time, following through in a timely manner while maintaining a positive attitude.
 
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