Estates & Trust Paralegal

2020-11-12T10:24:30-05:00Comments Off on Estates & Trust Paralegal

Our client has an immediate opening for a full-time Trust and Estate paralegal. The successful candidate will assist lawyers with the preparation of documents necessary for estate planning and will provide assistance in the administration of estate and trust assets. Responsibilities Include: Set up, organize and maintain administration file. Update Estate Planning Data Form for client's review and completion. Calendar all applicable and relevant deadlines. Review and summarize existing estate planning documents and asset listings. Maintain tickler system for client follow up and deadlines. Prepare correspondence to client throughout administration, reminding of deadlines, next steps, and requesting information needed. Meet [...]