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Title : Probate Attorney

Location : Ohio - Cincinnati
Refer to Job # ZZRO765538

Probate Attorney The candidate will prepare and submit court petitions to the probate court for various matters, including motions, appearances, and petitions. Additionally, the paralegal must be able to multi-task, prioritize work and support the Attorney with various tasks, including monitoring calendar daily, meeting with clients, and preparing for upcoming meetings. Will calls for the paralegal to have an understanding of state and federal agencies that provide benefits and services to persons with disabilities and persons seeking support from Medicaid programs. Works collaboratively with the attorney in completing legal work in a timely manner. Performs a wide variety of Paralegal functions to support all legal areas of the firm with a focus on Special Needs Trusts. Client Contact Communicates with clients via mail, email, and telephone to schedule appointments, discuss draft documents and changes to documents, answer general client inquiries. Communicates with financial advisors, insurance companies, probate court clerks and state agencies when necessary. Third-Party Contact Communicates inquiries. Communicates with financial advisors, insurance companies, probate court clerks and state agencies when necessary. Proactively anticipates and resolves issues quickly. Draft and revise documents and prepare final documents for execution. Prepares files/matters for Court hearings. Communicate with Court clerks. Draft Probate Court motions. Use and regularly update the firm s tickler system to track file activity and to document work completed and work to be completed. Makes recommendations to improve processes that will increase the service quality, efficiency, and responsiveness to clients. Performs other duties as assigned including scanning documents, conforming documents, and drafting Trustee Instruction letters The candidate should have 3+ years of experience in probate, estate and elder law, including Medicaid and Estate Planning, Real Estate, drafting deeds, experience interacting with attorneys probate Courts and clients. Bachelor's Degree is preferred, but at least an Associate's Degree or a Certificate in paralegal studies from an ABA-approved program. Understanding of fiduciary relationships is a plus. Demonstrated experience with Microsoft Office applications including Word, Outlook, and Excel is required. Must have excellent client service and communication skills both oral and written. Excellent proofreading skills and attention to detail is needed. Must have solid organizational skills and ability to prioritize tasks.

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