Estate Planning And Probate Paralegal in Cincinnati, OH| LawFirmStaff

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Title : Estate Planning And Probate Paralegal

Location : Ohio - Cincinnati
Refer to Job # IKYY849511


Estate Planning and Probate Paralegal The candidate will be assisting with all aspects of probate, estate planning, and tax matters. Preparation of probate pleadings including petitions, inventories, final accountings, and various other pleadings included in the probate administration process. Communicating with and securing documents regarding estate assets from clients, financial advisors, financial institutions, and insurance companies. Experience with ABACUS software. Performing court runs to various courts to file probate pleadings, file other legal pleadings, and recording real estate documents with county recorders offices. Preparation of estate planning documents including wills, trusts, powers of attorney, and advanced healthcare directives. Speaking with clients on a daily basis, managing attorneys calendar, drafting letters to clients, and drafting annual corporate minutes. Excellent written and verbal communication, organizational skills, and the ability to work independently is a must. Should have an accounting background, experience with Microsoft Excel, and a notary license are preferred. Attention to detail, high degree of professionalism, and exceptional organizational skills are needed.
 
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