estate planning paralegal

BODMAN

<div><div><div><div><div>We are seeking a Paralegal to perform a variety of duties to assist estate planning attorneys to whom assigned. Maintains positive contact with clients and observes confidentiality of client matters. Organizes and maintains probate, estate planning, real estate, and entity documents.</div><div>
</div></div></div>
</div><p>Key Responsibilities
</p><div><div><div><div>&middot; Work collaboratively with attorneys and other team members in all stages of estate planning, wealth transfers and estate and trust administration.</div><div>
&middot; Handle various aspects of trust and estate administration, including preparing and filing probate pleadings, as well as preparing beneficiary and creditor notices, inventories, accountings and tax documents.</div><div>
&middot; Prepare and file deeds and property transfer affidavits.</div><div>
&middot; Prepare routine estate planning documents such as financial power of attorney, health care power of attorney, and other ancillary documents.</div><div>
&middot; Assist with preparation of Form 706 Estate Tax Return and Form 709 Gift Tax Returns.</div><div>
&middot; Assist with forming entities, including preparation and filing of formation documents and obtaining taxpayer identification numbers from IRS.</div><div>
&middot; Assists with annual entity reports and other state and local filings for the maintenance of client entities and applicable business registrations.</div><div>
&middot; Communicate with clients and other parties to obtain information and documentation needed to prepare entity, real estate, estate planning, and probate documents.</div><div>
Utilizes appropriate technology and software when applicable, including Word, Excel, and PowerPoint.</div></div></div>
</div><p>Skills, Knowledge and Expertise
</p><div><div><div><div>&middot; Bachelor&rsquo;s degree in related subject matter (i.e. finance, business, political science, legal administration).<br>
<ul><li>Minimum 8 years&rsquo; experience in all aspects of estate planning and trust and estate administration.</li></ul></div><div>
&middot; Knowledge of legal principles and practices at a level normally acquired through formal paralegal training or its equivalent.</div><div>
&middot; Strong problem solving and analytical skills.</div><div>
&middot; Strong attention to detail and project management skills.</div><div>
&middot; Ability to organize and prioritize numerous tasks and complete them under time constraints.</div><div>
&middot; Ability to proofread material for contextual, grammatical, typographical or spelling errors.</div><div>
&middot; Interpersonal skills necessary to communicate in person, by e-mail and telephone, follow instructions effectively from a diverse group of clients, attorneys and staff, and provide information with ordinary courtesy and tact.</div><div>
&middot; Work requires a high level of mental effort and strain while assisting with multiple client matters.</div><div>
&middot; Ability to operate standard office equipment such as computer, fax machine, and photocopier.</div><div>
&middot; Ability to travel to private and public buildings, locally and statewide, to assist attorneys in attending to client needs on legal matters.</div></div></div>
</div><p>About Bodman PLC
</p><div><div><br>
Bodman PLC is one of Michigan&rsquo;s leading business law firms with more than 170 lawyers. We have a diverse client base that includes individuals and businesses in a variety of industries, with an emphasis on financial services, automotive, real estate and construction, technology, manufacturing, health care, and other sectors.</div></div></div><p></p>
<br><div><p><b>Department</b></p>
<p>Paralegal</p>
<p><b>Employment Type</b></p>
<p>Permanent - Full Time</p>
<p><b>Location</b></p>
<p>Grand Rapids, MI</p>
<p><b>Workplace type</b></p>
<p>Hybrid</p></div>

Estate Planning Paralegal

Bodman PLC

<div><h3 class="jobSectionHeader"><b>Description</b></h3><div><br>
We are seeking a Paralegal to perform a variety of duties to assist estate planning attorneys to whom assigned. Maintains positive contact with clients and observes confidentiality of client matters. Organizes and maintains probate, estate planning, real estate, and entity documents.</div><div></div><h3 class="jobSectionHeader"><b><br>
Key Responsibilities</b></h3><ul><li><br>
Work collaboratively with attorneys and other team members in all stages of estate planning, wealth transfers and estate and trust administration.</li><li>Handle various aspects of trust and estate administration, including preparing and filing probate pleadings, as well as preparing beneficiary and creditor notices, inventories, accountings and tax documents.</li><li>Prepare and file deeds and property transfer affidavits.</li><li>Prepare routine estate planning documents such as financial power of attorney, health care power of attorney, and other ancillary documents.</li><li>Assist with preparation of Form 706 Estate Tax Return and Form 709 Gift Tax Returns.</li><li>Assist with forming entities, including preparation and filing of formation documents and obtaining taxpayer identification numbers from IRS.</li><li>Assists with annual entity reports and other state and local filings for the maintenance of client entities and applicable business registrations.</li><li>Communicate with clients and other parties to obtain information and documentation needed to prepare entity, real estate, estate planning, and probate documents.</li></ul><div>
Utilizes appropriate technology and software when applicable, including Word, Excel, and PowerPoint.</div><h3 class="jobSectionHeader"><b><br>
Skills, Knowledge and Expertise</b></h3><ul><li><br>
Bachelor&rsquo;s degree in related subject matter (i.e. finance, business, political science, legal administration).</li><li>Minimum 8 years&rsquo; experience in all aspects of estate planning and trust and estate administration.</li><li>Knowledge of legal principles and practices at a level normally acquired through formal paralegal training or its equivalent.</li><li>Strong problem solving and analytical skills.</li><li>Strong attention to detail and project management skills.</li><li>Ability to organize and prioritize numerous tasks and complete them under time constraints.</li><li>Ability to proofread material for contextual, grammatical, typographical or spelling errors.</li><li>Interpersonal skills necessary to communicate in person, by e-mail and telephone, follow instructions effectively from a diverse group of clients, attorneys and staff, and provide information with ordinary courtesy and tact.</li><li>Work requires a high level of mental effort and strain while assisting with multiple client matters.</li><li>Ability to operate standard office equipment such as computer, fax machine, and photocopier.</li><li>Ability to travel to private and public buildings, locally and statewide, to assist attorneys in attending to client needs on legal matters.</li></ul><h3 class="jobSectionHeader"><b><br>
About Bodman PLC</b></h3><div>
<br>
Bodman PLC is one of Michigan&rsquo;s leading business law firms with more than 170 lawyers. We have a diverse client base that includes individuals and businesses in a variety of industries, with an emphasis on financial services, automotive, real estate and construction, technology, manufacturing, health care, and other sectors.</div></div>

Indigo Family Law

<p><b>Probate and Estate Planning Paralegal</b></p><p><b>Location:</b> Surfside Beach SC<br/><b>Employment Type:</b> Full-Time</p><p><b>Who We Are</b><br/>At <b>Indigo Family Law</b>, we believe that legal work isn&rsquo;t just paperwork &mdash; it&rsquo;s about protecting the stories and futures of real people and families. We walk with our clients through some of life&rsquo;s most sensitive moments with honesty, responsiveness, and steadfast support. Our team thrives on building relationships, communicating clearly, and making sure no one feels left in the dark.</p><p>We&rsquo;re seeking a <b>Probate and Estate Planning Paralegal</b> who shares our values of care, precision, and partnership with both clients and colleagues.</p><p><b>What You&rsquo;ll Do</b><br/>As part of our close-knit legal team, you&rsquo;ll:</p><ul><li>Support attorneys throughout the probate process from intake to closing with compassion and attention to detail</li><li>Draft, organize, and prepare probate filings, petitions, correspondence, and related documents</li><li>Maintain detailed case files, track court deadlines, and coordinate filings with probate courts</li><li>Serve as a thoughtful point of contact for clients, court staff, and fiduciaries</li><li>Help manage deadlines, calendars, and client communications with professionalism and clarity</li></ul><p><b>What We&rsquo;re Looking For</b><br/>You&rsquo;re a great fit if you:</p><ul><li>Bring <b>paralegal experience</b>, especially in probate, estate administration, or related estate planning work</li><li>Demonstrate strong legal writing, organization, and analytical skills</li><li>Communicate with compassion and clarity &mdash; especially when supporting clients through emotional matters</li><li>Are comfortable learning new systems and technology that help keep cases moving smoothly</li><li>Thrive in an environment that values responsiveness and teamwork</li></ul><p><b>Preferred Qualifications</b></p><ul><li>Paralegal certificate or relevant legal degree</li><li>Experience with probate procedures in Horry and Georgetown counties</li><li>Ability to handle multiple files and deadlines with accuracy</li><li>Previous client-facing experience</li></ul><p><b>Why Join Us</b><br/>At Indigo Family Law you&rsquo;re not just another staff member &mdash; you&rsquo;re a trusted partner in helping families find peace of mind during challenging times. We value:</p><ul><li>A supportive workplace where questions are encouraged</li><li>Clear communication with clients and colleagues</li><li>A culture focused on excellence with heart</li></ul><p><b>How to Apply</b><br/>Please submit your resume and a thoughtful cover letter outlining your experience and what draws you to probate work and our mission to hello@indigofamilylaw.com</p><p>Job Type: Full-time</p><p>Pay: From $30,000.00 per year</p><p>Benefits:</p><ul><li>Paid sick time</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Probate and Estate Planning Paralegal

Strickland Law Group

<p>Strickland Law Group, a family owned boutique law firm located in Petaluma, CA is looking to hire an experienced paralegal to join our Estate Planning and Civil Litigation practice groups. The position will be initially covering for an existing Estate Planning paralegal while she is out on maternity leave, and then transitioning to fully support the Civil Litigation group thereafter. The prospective team member should have experience and general knowledge of Estate Planning as well as Civil Litigation. Active Notary Public Commission and prior experience with Clio Case Management System are both strongly preferred.</p><p>At Strickland Law Group, our community is our commitment and our clients and staff are treated like family. Importantly, this team member should have a very welcoming, pleasant, supportive and upbeat personality. The team member should also be proficient with computer programming and scheduling software and be able to streamline office operations while demonstrating empathy toward clients. The team member should have a desire to execute all tasks to the highest quality standards and be meticulously detailed with legal drafting.</p><p>Estate Planning Paralegal Coverage Responsibilities:</p><ul><li>Drafting legal documents including Revocable and Irrevocable Trusts, Wills, Durable Power of Attorney documents, Advance Health Care Directives and HIPAA Authorizations, and other estate planning documents including claims forms, change of beneficiary forms, grant deeds, assessor documents, and transactional documents to assist clients with proper trust funding;</li><li>Client interviews and updates;</li><li>Legal research and presentation;</li><li>Communicating with Financial Institutions and Advisors regarding Trust Funding;</li></ul><p>Civil Litigation Paralegal Responsibilities:</p><ul><li>Work directly with clients to gather information, respond to discovery, propound discovery, and provide case updates.</li><li>Draft, organize, and manage pleadings, motions, and other litigation documents for filing with the court.</li><li>Handle court filings, service of process, and trial preparation.</li><li>Communicate professionally with opposing counsel, experts, and service providers.</li><li>Obtain, review, and organize medical records by working directly with medical providers and clients to ensure completeness and accuracy.</li><li>Maintain organized case files, both digital and physical, using Clio case management software and the firm&rsquo;s electronic filing system.</li><li>Prepare and send mailings, assemble pleadings, and manage document tracking.</li><li>Collaborate closely with the attorney and broader team to ensure smooth case progression.</li></ul><p>General Paralegal Responsibilities:</p><ul><li>Covering front office when other administrative staff is on break or absent;</li><li>Ensure front office, desk and files are maintained in a tidy and organized manner;</li><li>Organize case files and tasks for ease of use;</li><li>Scheduling client meetings, client phone calls, and client signing appointments;</li><li>Perform clerical duties including filing, photocopying and scanning as needed;</li><li>Prepare legal documents for signings and facilitate signing appointments.</li></ul><p>Applicant Requirements:</p><ul><li>Proven work experience as a Paralegal including a minimum of 2 years work experience, and/or Paralegal Certification</li><li>Proficiency in Microsoft Office Suite</li><li>Proficiency in working with Apple Computers</li><li>Hands-on experience with office equipment (e.g. printers, scanners, and computers)</li><li>Professional attitude and appearance</li><li>Solid written and verbal communication skills</li><li>Ability to be resourceful and proactive when issues arise</li><li>Excellent organizational skills including desire to maintain a neat and tidy office area and file management</li><li>Multitasking and time-management skills, with the ability to prioritize tasks</li><li>Customer service and team player attitude</li><li>Bachelor's Degree or Associate's Degree and Paralegal Certification</li></ul><p>Preferred Skills/Experience</p><ul><li>Experience with Clio Case Management Software</li><li>Experience with legal drafting software</li><li>Active Notary Public Commission</li></ul><p>We look forward to meeting our new team member!</p><p>Job Type: Full-time</p><p>Pay: $25.00 - $30.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul><p>Schedule:</p><ul><li>8 hour shift</li><li>Day shift</li><li>Monday to Friday</li></ul><p>Education:</p><ul><li>Associate (Required)</li></ul><p>Experience:</p><ul><li>Clio Case Management Software: 1 year (Preferred)</li><li>Paralegal: 2 years (Preferred)</li></ul><p>Work Location: In person</p>

Estate Planning & Civil Admin Paralegal

Kittelsen, Barry, Wellington, & Thompson, S.C.

<p><b>Job Summary</b><br/>We are seeking a detail-oriented and experienced <b>Probate Paralegal</b> to join our growing practice. The ideal candidate will have strong organizational skills, the ability to manage multiple files independently, and a client-focused mindset.</p><p>Responsibilities</p><ul><li>Draft probate pleadings and filings, including petitions, inventories, accounts, and closing documents</li><li>Draft correspondence and answer phone calls</li><li>Prepare and file documents with the Register in Probate and circuit courts</li><li>Communicate with clients, beneficiaries, financial institutions, and court personnel</li><li>Assist in trust administration matters</li><li>Coordinate asset valuation and marshaling</li><li>Prepare deeds and related real estate documents as part of estate administration</li><li>Maintain case management systems and track deadlines</li><li>Assist attorneys with hearings and client meetings</li><li>Assist in the preparation of tax returns</li></ul><p>Qualifications</p><ul><li>2+ years of probate or estate administration experience preferred</li><li>Working knowledge of tax laws that impact estate administration</li><li>Paralegal certificate or equivalent experience</li><li>Familiarity with court e-filing systems</li><li>Strong drafting and proofreading skills</li><li>Ability to manage deadlines and work independently</li><li>Professional communication skills</li><li>Proficiency in Microsoft Office; experience with legal case management software is a plus</li></ul><p>Compensation &amp; Benefits</p><ul><li>Competitive salary based on experience</li><li>Paid time off</li><li>401k Matching</li><li>Supportive, team-oriented environment</li></ul><p>Job Types: Full-time, Part-time</p><p>Pay: $24.00 - $28.00 per hour</p><p>Benefits:</p><ul><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Probate Paralegal

Moran & Associates

<p><b>Probate Paralegal Needed for Fast Growing South Florida Trust and Estate Law Firm</b></p><p>We're a boutique Trusts &amp; Estates law firm with offices in Palm Beach and Tequesta. We've grown significantly over the last several years and expect this trend to continue in our quest to double our practice in the next three years, so we have a need to add to our team. We pride ourselves on not only providing our clients with best-in-class legal work and world-class client service, but also as a strong, caring and compassionate team.</p><p><b>How to apply:</b></p><p><b>Specifically go the Florida Bar&rsquo;s website and find Marianne Moran&rsquo;s email. Email her your resume and cover letter directly. </b></p><p>We're searching for our next paralegal to help grow our team. Specifically, we are looking for a teammate who loves helping others, is good with people, smart, hard-working, caring, and compassionate. We also offer the opportunity to be mentored by our seasoned and respected attorneys for the right candidate. We are open to candidates with experience with probate. Our firm also has many stellar perks and benefits as well as a warm supportive team environment. See below for specifics.</p><p>Our &quot;ideal&quot; candidate needs to possess the ability to engage with clients directly, be able to work independently as well as part of a team and be very organized with a high attention to detail. We are expanding our Palm Beach and Tequesta offices in the Probate and Trust Administration departments and are open to either in person, remote, or hybrid position. The perfect person for this position should also be extremely dependable, professional and have a passion for growing and learning.</p><p>Our pay range largely depends upon the level of experience of our ideal Florida bar licensed candidate includes a strong base salary plus bonus pay structure for those who are more entrepreneurial in nature.</p><ul><li>Managing and Leading Probate and Trust Administration cases from beginning to end</li><li>Conducting meetings and correspondence with clients regarding probate and trust administration</li><li>Preparing and double-checking probate and trust administration documents for clients to sign</li><li>Meeting with Probate and Trust Administration clients during their signing appointments to execute the necessary paperwork to administer the estate and trusts</li><li>Mailing out Estate and Trust Administration documents to beneficiaries, Courts and various agencies</li><li>Tracking and following up on existing Probate and Trust Administration cases to move the cases along</li><li>Create standard operating procedures via loom for Probate and Trust Administration cases to ensure paralegals and staff can assist with probate/trust administration.</li><li>Fielding questions from clients regarding their Estate Planning or Probate/Trust Administration cases</li><li>Assisting the other attorneys in the Probate and Trust Administration department with management of the existing cases</li></ul><p>If you are looking for your forever home and are a person with a &ldquo;growth&rdquo; mindset, are great with people, and are always looking to challenge yourself in a fun and interesting environment, well then you are in the right place!</p><p><b>How to apply:</b></p><p><b>Specifically go the Florida Bar&rsquo;s website and find Marianne Moran&rsquo;s email. Email her your resume and cover letter directly. Good luck!</b></p><p>Job Type: Full-time</p><p>Pay: $150.00 per hour</p><p>Benefits:</p><ul><li>Health insurance</li><li>Paid time off</li></ul><p>Schedule:</p><ul><li>8 hour shift</li><li>Monday to Friday</li></ul><p>Work Location: Remote</p>

CunninghamLegal

<div><p><b>Position Summary:</b></p><p></p><p><br>
Responsible for daily activities of Estate Planning and Trust Administration OR Business and Real Estate and attorney support, handling client meetings/telephone inquiries, preparing all documentation to support clients and trustees in administering trusts and estates, review and update master documents as needed, research legal issues.</p>
<p><b>
In this role the Paralegal will work 3 days in office and 2 days from home.</b></p><p></p><p><b><br>
Estate Planning Responsibilities:</b></p><br>
<p></p><ul>
<li>
Use software to update client information on the database and conflict check against the entire client database</li>
<li>Draft estate planning documents using WealthCounsel. Make corrections/changes to the documents as instructed by the attorney and client</li>
<li>Prepare wills, powers of attorney, and related documents</li>
<li>Prepare deeds and related documents for the transfer of assets/entities</li>
<li>Research real property to confirm title</li>
<li>Respond to client inquiries about drafts and other EP or TA matters</li>
<li>Merge, format, and mail drafts of estate planning documents to clients</li>
<li>Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file</li>
<li>Participate in weekly estate planning and staff meetings</li>
<li>Correspond with clients to answer client questions and concerns</li>
<li>While this position is primarily estate planning, on occasion, assist with trust administration
<ul><li>Management of trust administration, probate, and non-probate transfer matters from initial engagement to completion</li>
<li>Draft petitions, pleadings, IRS 706 forms, court forms, legal documents, and correspondence</li>
<li>Communicate with our clients, trustees, beneficiaries, and court contacts</li>
<li>Prepare and serve required government notices and forms</li>
<li>Maintain electronic files and records</li>
<li>Prepare asset allocations, inventories, and accountings</li></ul></li></ul><br>
<p><br>
</p><p><b>Trust Administration Responsibilities:</b></p><br>
<p></p><ul>
<li>
Analyze trust provisions following initial Trust Administration consultation and initiate preparation of &ldquo;Trust Administration Attorney Summary&rdquo; for completion by Lead Attorney&rsquo;s review.</li>
</ul><ul><li>Prepare and send Welcome Email to Trustee to develop relationship</li>
</ul><ul><li>Preparation of Letter of Instruction to Trustee RE: Trust Administration Process.</li>
</ul><ul><li>Preparation of TA Merge file, which includes preparation of the following documents:</li>
</ul><ul><li>Authorization to Release Information.</li>
</ul><ul><li>Certification of Trust.</li>
</ul><ul><li>Notification by Trustee pursuant to PC 16061.7/15800 and cover letters to persons entitled to notice.</li>
</ul><ul><li>Notice to the Director of Healthcare Services.</li>
</ul><ul><li>Notice to Franchise Tax Board.</li>
</ul><ul><li>Notice to Credit Bureaus.</li>
</ul><ul><li>Instruction Letter to Superior Court (Lodging of decedent&rsquo;s original Last Will).</li>
</ul><ul><li>Real Property Transfer Work (Per Property):</li>
</ul><ul><li>Affidavit &ndash; Death of Trustee.</li>
</ul><ul><li>Grant Deed.</li>
</ul><ul><li>Applicable Assessor forms: COS, PCOR, applicable Proposition forms; Homeowner&rsquo;s Exemption.</li>
</ul><ul><li>Prepare calculations related to Proposition 19 for analysis by Lead Attorney.</li>
</ul><ul><li>Work closely with bridge loan officers to ensure that proper documentation is prepared and timely filed, as needed</li>
</ul><ul><li>Small Estates Affidavit pursuant to PC 13100.</li>
</ul><ul><li>Communicate with Trustees telephonically, electronically and in-person.</li>
</ul><ul><li>Meet with Trustees for necessary signing appointments.</li>
</ul><ul><li>Communicate with outside professionals and agencies (i.e., Attorneys, Appraisers, Tax Preparers, Assessors, Recorders, financial and real estate Brokers and Escrow officers etc.).</li>
</ul><ul><li>Run Estate Valuation Pricing (EVP) to document adjusted cost basis of securities, as necessary.</li>
</ul><ul><li>Obtain title reports and vesting deeds, when needed.</li>
</ul><ul><li>Preparation of date of death value Inventory and Appraisements and Allocation of Assets pursuant to the terms of the Trust.</li>
</ul><ul><li>Prepare documents required to establish sub-trusts (i.e., Certifications of Trust, SS-4 Forms to obtain Taxpayer ID Numbers, and Acceptance/Appointment of Trustee)</li>
</ul><ul><li>Preparation of trust distribution summaries, waivers, and receipts etc.</li>
</ul><ul><li>Preparation of Federal Estate Tax returns (Form 706), 709 returns, and Accountings.</li>
</ul><ul><li>Probate support, as needed.</li>
</ul><ul><li>Assemble Trust Administration Legacy Binder with all documentation related to the TA and preparation of Closing Letter for Lead Attorney&rsquo;s approval.</li>
</ul><ul><li>Assist Attorney with Trust Petitions, which includes:</li>
</ul><ul><li>Initial drafting, editing, and formatting.</li>
</ul><ul><li>Drafting of required Court documents (i.e., Case coversheets and Notice of Hearing).</li>
</ul><ul><li>Communicating with Trustee, beneficiaries, heirs, and entities.</li>
</ul><ul><li>Drafting of waivers and consents.</li>
</ul><ul><li>Electronic and hardcopy filing of petitions.</li>
</ul><ul><li>Reviewing Probate Notes and communicating with Probate Attorney.</li>
</ul><ul><li>Drafting and filing of Supplements.</li>
</ul><ul><li>Drafting formal Court Orders and Notice of Entry of Order.</li>
</ul><ul><li>Obtaining certified Court Orders.</li>
</ul><ul><li>Recording Orders with respective Counties, as needed.</li></ul><br>
<p></p>
<p><b>
Business and Real Estate Paralegal Responsibilities:</b></p><br>
<p></p><ul>
<li>
Completion of Funding for client matters:<br>
</li>
<li>Deeds with relevant County forms;<br>
</li>
<li>Transfer letters;<br>
</li>
<li>Calculation of recording fees;<br>
</li>
<li>Affidavits of death with County forms;<br>
</li>
<li>Assignments of Business Interest;<br>
</li>
<li>Assignments of Deeds of Trust;<br>
</li>
<li>Mailing and tracking of executed deeds to My Legal Depot.<br>
</li>
<li>Preparation of Business Formation documents based on the written processes in place at CunninghamLegal, which includes the following:<br>
</li>
<li>Operating Agreement;<br>
</li>
<li>Operations Manual;<br>
</li>
<li>Members Contribution Schedule;<br>
</li>
<li>Membership Interest Certificates;<br>
</li>
<li>Solvency Certificate;<br>
</li>
<li>Subscription Agreement;<br>
</li>
<li>Transfer Ledger;<br>
</li>
<li>Consent to Action in Place of Organizational;<br>
</li>
<li>List of Members and Membership Interests;<br>
</li>
<li>Filing of Articles of Organization;<br>
</li>
<li>Applying for EINs from the IRS;<br>
</li>
<li>Handling designation of Registered Agent for Service of Process;<br>
</li>
<li>Background or experience in Estate Planning is preferred and if not, training will be provided</li></ul><br>
<p></p>
<p><b>
Administrative Related Responsibilities:</b></p><br>
<p></p><ul>
<li>
Continuing Legal Education, as required.</li>
</ul><ul><li>Retain membership as a CA Notary Public (Attend required seminars and take required tests).</li>
</ul><ul><li>Assess Trustee assets and Beneficiary&rsquo;s inherited assets for potential referral to Ascent Wealth Management.</li>
</ul><ul><li>File organization and maintenance.</li>
</ul><ul><li>Scan various documents to client server file and make copies for files.
</li></ul><ul><li>Enter billable and nonbillable time in Abacus.</li>
</ul><ul><li>Review monthly Prebills to ensure entries are clear and concise.</li>
</ul><ul><li>Update on Lawcus all client information, file notes and important deadlines.</li>
</ul><ul><li>Weekly staff meetings.</li>
</ul><ul><li>Coordinating with support staff, as needed.</li>
</ul><ul><li>Back-up phones for as needed.</li>
</ul><ul><li>All other projects as assigned.</li></ul><br>
<p></p>
<p><b>
Required Skills:</b></p><p></p><p><br>
Interpersonal skills including telephone and meeting etiquette; oral and written communication skills; comprehension of legal terminology; ability to issue spot complex issues; legal document drafting skills; strong attention to detail and organization; efficient in time management and administering and executing tasks; strong proofreading and grammatical skills; computer literacy, including, but not limited to Word and Excel; and, ability to maintain and handle sensitive and private client information.</p><p></p><p><b><br>
Education/Training:</b></p><br>
<p></p><ul>
<li>
High School Graduate</li>
</ul><ul><li>Paralegal Certificate</li></ul><br>
<p></p>
<p><b>
Physical and Environmental Conditions:</b></p>
<ul>
<li>Requires time spent sitting (up to 70% of the workday).</li>
</ul><ul><li>Some standing required and the ability to lift, carry and/or pull at least 15 pounds.</li>
</ul><ul><li>Adverse movements required such as reaching overhead, bending, or crouching.</li>
</ul><ul><li>Simultaneous/repetitive use of both hands is required for writing and typing.</li>
</ul><ul><li>Excellent sensory skills are important (sight, hearing and speech).</li></ul><br>
<p></p>
<p><b>
Driving Requirement</b></p>
<p>
Possess a valid CA Driver&rsquo;s License with valid car insurance and be able to drive to other work locations or to notarize for Clients, if needed.</p></div>

Estate Planning/Trust Administration/Business and Real Estate Paralegal

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