PROBATE PARALEGAL - CLEVELAND


Responsibilities

  • Review and manage electronic/hard copy documents
  • Assist with drafting correspondence, retainer agreements, probate forms, etc. and e-filing with the CT Superior & Probate Courts
  • Manage probate matters with independence to meet with clients, prepare pleadings and filings, monitor and conduct all correspondence, and keep all probate accounting
  • Collaborate with our attorneys to seek resolutions to issues
  •  Investigate issues with estates, trusts, and guardianships
  • Preparing inventories, real estate transfer deeds, change of ownership reports and similar documents necessary for the transfer of real estate
  • Drafting documents in response to inquiries by probate attorneys and examiners
  • Assist in the transfer and distribution of trust and probate estates, the preparation and use of disclaimers, and the funding of sub-trusts
  • Conduct legal research as needed regarding wills, trusts, entitlement issues, creditor claims, and conservatorship
  • Assisting with trial preparation, including preparing exhibits and related documents

Skills Required

  • Bachelor’s Degree or Paralegal Certificate preferred
  • Minimum five years experience in law firm probate department
  • Articulate with excellent written and verbal communication skills and attention to detail
  • Strong organizational skills
  • Ability to multi-task
  • Willingness to work overtime as needed
  • Willingness to working with estate planning attorneys in all offices which may include local travel
  • Proficient in Microsoft products, Relativity, Adobe Acrobat Professional, Lexis, Westlaw, PACER system

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