Estate/Trust Administration Paralegal

Essential job Functions/Core Duties

The Estate/Trust Administration Paralegal will provide full-time support to our Raleigh Estate Planning and Administration practice. Specific examples of typical duties include:

• Professional and friendly interaction with clients and other team members via phone, email and in person.
• Prepare electronic and written correspondence; Process incoming and outgoing mail and filings.
• Review trusts, wills, powers of attorney and other estate planning documents; Review and analyze financial statements, beneficiary forms, etc.
• Prepare and file probate forms, applications, inventories, accountings, renunciations, schedules, petitions and orders.
• Prepare trust administration documents, obtain federal EINs, trust accountings, deeds, etc.
• Assist clients with gathering and managing assets, paying debts and creditors, preparing necessary financial forms, etc.
• Open, maintain...

Essential job Functions/Core Duties

The Estate/Trust Administration Paralegal will provide full-time support to our Raleigh Estate Planning and Administration practice. Specific examples of typical duties include:

• Professional and friendly interaction with clients and other team members via phone, email and in person.
• Prepare electronic and written correspondence; Process incoming and outgoing mail and filings.
• Review trusts, wills, powers of attorney and other estate planning documents; Review and analyze financial statements, beneficiary forms, etc.
• Prepare and file probate forms, applications, inventories, accountings, renunciations, schedules, petitions and orders.
• Prepare trust administration documents, obtain federal EINs, trust accountings, deeds, etc.
• Assist clients with gathering and managing assets, paying debts and creditors, preparing necessary financial forms, etc.
• Open, maintain...