Real Estate

1 03, 2021

Estates & Trust Paralegal

2021-03-01T15:46:43-05:00Comments 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 [...]

1 03, 2021

Trust and Estates Paralegal

2021-03-01T15:27:16-05:00Comments Off on Trust and Estates Paralegal

Our client is seeking an extremely diligent and self-motivated Trust and Estates Paralegal who will liaise with clients in all matters regarding trust funding and estate administration. This is a full time, permanent position at a reputable mid-sized firm offering an excellent salary and benefit package. Responsibilities Include: Assist with the planning, transfer of trust and estates, tax research and the administration process. Handle deed filings, trust and estate planning and trust funding. Schedule client meetings and act as a point of contact to heavy caseload. Draft, prepare and electronically file legal documents with multiple exhibits. Handle case research utilizing [...]

Go to Top