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Location : South Carolina - Charleston
Refer to Job # XVVU826075
Trusts & Estates Paralegal The candidate will be meeting with clients, trustees and family members. Communicating with beneficiaries. Drafting correspondence and legal documents. Preparing deeds, asset spreadsheets and probate pleadings. Marshalling, organizing and analyzing asset information. Preparation of inventories, asset allocation agreements and asset transfer documents. Preparing federal estate tax returns and gift tax returns. Reading and interpreting Wills and trust instruments. Preparing and filing all documents required to probate wills. Preparing receipt and release agreements, disclaimers, affidavits, accounting petitions. Ensure proper indexing and filing of original documents. Reviewing bank statements; notarizing documents; and organizing and maintaining client files. Assist with special projects as needed. Must be able to perform each duty satisfactorily, with attention to detail. Punctuality and satisfactory attendance is imperative. Excellent client service is expected. The requirements listed below are representative of the knowledge, skill, and/or ability required. Bachelor's degree/Paralegal Certificate preferred with 3-5 years related experience in a mid or large-sized law firm. Excellent writing and interpersonal communications skills required. Strong project management skills with attention to detail and deadlines required. Strong organizational skills with ability to prioritize project requirements required. Ability to work collaboratively in a team environment with a client service focus required. Proficient in the use of Microsoft Outlook, Word and Excel required. Knowledge of Probate process and rules, use of judicial council forms required.
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