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Probate and Trust Administration Paralegal
Location:
Dover, NH
Description:
Job Summary Dover-area law firm, deeply committed to helping clients, is seeking a Probate and Trust Administration Paralegal (PTAP) to work with the firm attorney in the probate and trust administration practice. We are looking for a hands-on professional with a strong foundation in research and investigation. As a systems builder, you’ll be responsible for constructing plans and seeing them through to completion, effectively managing multiple estate and trust administration files. The successful candadite will have a proven track record in handling all aspects of estate and trust administration, demonstrating exceptional organizational skills and a deadline-oriented approach. A background in finance or banking is adventagous. Our firm is not just a workplace, but a supportive environment where you'll be valued, and your growth will be encouraged and supported. Responsibilities The responsibilities include, but are not limited to, the following: Assist with all aspects of probate and estate administration-open to close. Assist with all aspects of trust administration-open to close. Preparation of probate documents with minimal direction from the attorney. Maintain calendar of court pleading and deadlines. Correspondence with clients, financial institutions, and beneficiaries to obtain the necessary information. Answer client questions and requests by email or phone in timely manner. Prepare necessary papers to transfer securities. Prepare and file claims for insurance proceeds and death benefits. Prepare accounts for estate administration or trust accounting. Correspond with Probate Court as needed. Take incoming calls from clients and the Probate Court regarding cases. Promptly respond to client's requests and calls. Accurate timekeeping. Handling all aspects of estate administration, including identifying and collecting assets, maintaining estate bank accounts, paying/tracking estate expenditures, distributions to beneficiaries, and familiarity with estate and trust accounts. Preparing Receipt and Release Agreements. Act as a liaison between attorneys, clients, accountants, brokers, financial planners, and appraisers. Calculate filing fees and fiduciary commissions. Obtain asset valuations. Divide assets and fund trusts/bequests. Balance checkbooks and brokerage accounts. Assist clients with locating appropriate appraisers for real estate or personal property appraisal. Contact necessary companies to close any remaining accounts and credit cards. Come to team meetings prepared to review/discuss the status of open files. If the client advances any expenses on behalf of the estate/trust, track expenses and ensure that client is reimbursed. If the estate is insolvent, draft letters to creditors or companies requesting pay-off amounts or advising them of the insolvency. Follow up with creditors or companies to pay off any remaining debts or to obtain written confirmation that the debt has been written off and no balance remains. Scan and save all estate/trust administration documents and organize them appropriately in electronic files. Prepare mailings as needed for the estate/trust administration process. Other duties assigned. Education and Experience College Degree and/or Paralegal Certificate 2/5+ years of experience with New Hampshire and Maine probate and trust administration A background in banking or finance, with a focus on banking documents, retirement accounts, and investment docs is advantagous Notary Public a plus Intermidaite knowledge of Office 365, competency in excel and familiarity with practice management software preferred Ability to work well within a team Good time management skills while remaining detailed and meeting deadlines Professional dress and communication skills Self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills Strong communication and interpersonal skills with the ability to be personable yet persistent WORK ENVIRONMENT Cocheco Elder Law Associates, PLLC is a small law office that fosters a close-knit atmosphere where you'll feel valued and supported. We're a team dedicated to providing compassionate service to our clients, and collaboration is vital. In this supportive environment, you'll be able to learn from experienced professionals and grow your professional and legal knowledge. Please note: The role may require some light lifting of boxes or supplies (up to 50 lbs.) and involve standing, bending, and sitting throughout the workday. Powered by JazzHR
Company:
Cocheco Elder Law
Posted:
September 23 on The Resumator
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More About this Listing: Probate and Trust Administration Paralegal
Probate and Trust Administration Paralegal is a Paralegal Jobs Paralegal Job at Cocheco Elder Law located in Dover NH. Find other listings like Probate and Trust Administration Paralegal by searching Oodle for Paralegal Jobs Paralegal Jobs.
Probate and Trust Administration Paralegal is a Paralegal Jobs Paralegal Job at Cocheco Elder Law located in Dover NH. Find other listings like Probate and Trust Administration Paralegal by searching Oodle for Paralegal Jobs Paralegal Jobs.