Anselmo & Company is seeking a Trust and Estate paralegal with experience in estate planning or estate administration and probate.
Candidates must have at least one year of estate planning or probate administration experience in a law firm, trust company, or similar setting.
Estate Planning Paralegals
- Prepare estate planning documents, including flowcharts, revocable and irrevocable trusts, wills, powers of attorney, advance directives, IRA beneficiary designations, and deeds
- Experience with maintaining and controlling the workflow of the estate planning process for clients; maintaining ongoing client status reports on active client workloads; and assisting attorneys at client validation/execution conferences and follow-up
Estate Administration and Probate Paralegals
- Experience in estate administration, and the preparation and filing (including electronic filing) of probate, trust administration documents, and fiduciary accountings and related notices
- Managing a variety of Probate Court cases, including probate cases, filings, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
- Maintain probate administration files and work independently to track deadlines to assist attorneys with meeting all probate-related deadlines.
- Familiarity with Ohio county-specific probate rules and procedures is preferred
All candidates should have excellent organizational, communication, and client-service skills. We are looking for paralegals who possess strong research and investigative skills, who can work within a larger team of paralegals and attorneys, and who maintain a proactive approach to successfully manage multiple deadlines and priorities. We offer our paralegals continuing education and professional development opportunities.
Job Type: Full-time
Benefits:
- Dental insurance
- Free parking
- Health insurance
- Paid sick time
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person