Paralegal Job Description:
Probate and Trust Administration: Communicate (via letter, phone and/or email) with court, personal representative, beneficiaries, asset companies, accountant, creditors, and others, as needed Keep track of billable time Schedule and attend appointments with and for the attorney Assist in preparation of legal documents Research statutes and cases for files as needed. Access court docket and pull documents for client file. Assist in hearing preparation with attorney. Confirm all documents are scanned and digital file is complete E-file court documents Assist in writing letters and mailing documents Reply to phone calls and emails on a timely basis File court documents on time and in a professional manner Document procedures, tasks, communications, and updates in the file Update matter status as process goes along Assist in preparing inventory Assist in preparing an accounting of estate monies Assist the attorney in opening, closing, monitoring, and requesting cashiers checks from estate and trust accounts. Attend weekly staff meetings
Estate Planning: Schedule and attend appointments with and for the attorney Initiate intake information with prospective client Assist in preparation of estate planning documents Reply to phone calls and emails on a timely basis
Elder Law: Schedule and attend appointments with and for the attorney Initiate intake information with prospective client Assist in preparation of DCF and Medicaid documentation Reply to phone calls and emails on a timely basis Communicate (via letter, phone and/or email) with client, asset companies, accountant, creditors, and others, as needed Keep track of billable time Research statutes and cases for files as needed. Confirm all documents are scanned and digital file is complete Update matter status as process goes along
General: Assist as needed in the office as related to greeting clients, answering phones, and general office protocols Assist with scheduling appointments, intake, opening of files and closing of files Be pleasant and professional. Be prompt and consistent in work habits. Other duties as assigned
Applicant should have reliable transportation and a drivers license. Drug-free and tobacco-free office. Employment Type: Full-Time