Trust and Estates Paralegal | US-Based Law Firm  

About our Client

At Carolina Estate Planning, we believe in providing top-notch representation to our clients. We accomplish this by immersing ourselves in our areas of concentration and ensuring that we stay on top of all things related to estate planning, probate, and non-profit organizations. We combine this knowledge with cutting-edge technology and premier client-centered customer service to make certain our clients are provided timely solutions to their problems.

Website:

https://www.carolinaestateplanning.com/

Job responsibilities

• Communicating with clients, trustees, executors and beneficiaries via email.
• Drafting correspondence and legal documents.
• Preparing deeds, asset spreadsheets and probate pleadings, and creditor notices.
• Managing Probate court calendar
• Marshalling, organizing and analyzing asset information.
• Preparation of inventories, asset allocation agreements and asset transfer documents.
• Preparing federal estate income tax returns, estate tax returns and gift tax returns
• Reading and interpreting Wills and trust instruments.
• Preparing for filing all documents required to probate wills.
• Preparing receipt and release agreements, disclaimers, affidavits, and accounting petitions.
• Ensure proper indexing and filing of original documents.
• Reviewing bank statements; and organizing and maintaining client files.
• Drafting Estate Planning documents
• Assist with special projects as needed
• Schedule will be 9-6pm EST during training but client happy to have staff work PH hours after training

• Excellent writing and interpersonal communications skills
• Strong project management skills with attention to detail and deadlines
• Strong organizational skills with ability to prioritize project requirements
• Ability to work collaboratively in a team environment with a client service focus
• Proficient in the use of Microsoft Word and Excel.
• Knowledge of/or willingness to learn Probate process and rules, use of judicial forms.
• Proficient in Google Workspace (Formerly G-Suite).
• Education and/or Experience: Bachelor’s degree/Paralegal Certificate preferred with one to five years related experience in an estate and trust law firm or a transactional or tax law firm or accounting firm.