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Location : Ohio - Cleveland
Refer to Job # AGZI858747
Estate planning and probate paralegal The candidate will provide support to attorneys in the firm's estate planning and probate group including preparation of probate forms, estate planning documents and correspondence; communication with clients; assistance with administration of estates, guardianships and trusts including review of documents and records provided by clients, CPAs, banks and corporate fiduciaries; analysis of financial records and identification and valuation of assets held at death utilizing IRS-approved methods; preparation of inventories and Fiduciary and Trust Accountings; management of checkbooks for estate, guardianship and trust funds and accounting of funds received and expended; and case and calendar management. A paralegal certificate or degree is a plus. Must be able to learn and use firm practice management, time and billing, and probate software. Proficiency in the Microsoft suite of products including Word and Excel is required. Should be organized, able to exercise independent judgment, problem solve and prioritize workload. Should have a strong work ethic and the ability to work independently and in a team environment. Solid writing and proofreading skills are required.
Email: firstname.lastname@example.org NO CALLS PLEASE
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