Probate Paralegal Job at Colen & Wagoner, PA
Probate Paralegal
Description
Our small and quickly growing law firm is looking for a dedicated full-time Probate Paralegal to handle client-facing duties as well as preparation of court pleadings. The ideal candidate would have excellent professional communication and multitasking skills, a positive attitude and strong work ethic.
SKILLS:
- Exceptional customer service skills and professional phone manner
- Proficiency in Microsoft Office Suite
- Hands-on experience with office equipment (e.g. fax machines and printers)
- Professional attitude and appearance
- Attention to Detail
- Experience with editing documents
- Solid written and verbal communication skills
- Must possess excellent organizational skills and be detail oriented
- Multitasking and time-management skills, with the ability to prioritize tasks
DUTIES:
- Prepare pleadings to file with the court to initiate an estate proceeding
- Monitor and maintain the estate administration files
- Review estate planning documents, including the Will and Trust documents
- Prepare memorandums and correspondence
- Conference with attorneys, clients, beneficiaries and family members
- Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
- Gather information regarding the assets and debts of an estate and/or trust
- Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,
- Gather information needed for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns
- Legal research regarding issues with an estate or guardianship
- Heavy client contact
- Providing updates on case status to attys and clients
- Locate beneficiaries of an estate or trust, if necessary
- Mailing
- Scanning
- Phone responsibilities
Benefits:
- Simple Ira
- Health insurance
- Paid time off
- Quarterly performance bonus
Schedule:
- M- F 830-5
Supplemental Pay:
- Bonus pay
Education:
- High school or equivalent (Required)
Experience:
- Microsoft Office: 3 years minimum
Work Location:
- One location- Clearwater, FL
This Job Is Ideal for Someone Who Is:
- Dependable - more reliable than spontaneous
- People-oriented - enjoys interacting with people and working on group projects
- Detail-oriented - would rather focus on the details of work than the bigger picture
- High stress tolerance - thrives in a high-pressure environment
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