Estate Planning Paralegal
Job Summary
A company is looking for a remote Estate Planning Paralegal specializing in special needs trusts, conservatorships, and estate administration.
Key Responsibilities
- Open new client files and prepare Conservatorship forms for submission to the Probate Court
- Review accountings of Court supervised trusts and prepare petitions for their approval
- Manage required notices, filings, and maintain communication with clients, vendors, and the Courts
Required Qualifications
- Possess a degree from an accredited paralegal program or a bachelor's degree
- 3+ years of experience working in Conservatorships
- Understanding of multiple county probate court systems
- Experience with Smokeball software
- Extensive experience with billing and time recording
COMPLETE JOB DESCRIPTION
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