Probate Paralegal

Trustpoint.One
Published
May 3, 2022
Location
Cincinnati, Ohio, Ohio
Category
Job Type

Description

Trustpoint.One has partnered with a well respected law firm based in Cincinnati, OH in their search for a Probate Paralegal to join their team on a direct hire basis. Candidates must have at least five years of paralegal experience in probate, estate and elder law, as well as experience in interacting with attorneys, probate courts and clients.

Candidates must be self-directed, highly organized, and able to multi-task and prioritize work.

Duties include, but are not limited to the following:

  • Assist in estate and income tax planning.
  • Extensive case management of estate and trust administration.
  • Meet and correspond with clients, beneficiaries, banking institutions, insurance companies, appraisers, and court personnel.
  • Draft probate pleadings and other necessary legal documents for estate administration.
  • Assist, verify, and value estate assets, coordinate asset transfer, and distribution and settlement liabilities.
  • Prepare necessary tax returns, including fiduciary returns and file with appropriate taxing authorities.
  • Participate in administration of guardianships and trusts, including preparation and filing of inventories and accountings.
  • Use and regularly update the firm’s appointment and task system to track file activity and to document work completed and work to be completed.

Interested and qualified candidates are should submit a resume, in Word Format, for immediate consideration.

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