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Estate Planning Paralegal
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Full-time
- Latimer LeVay Fyock LLC is currently seeking a dynamic and initiative-taking Estate Planning Paralegal to join our team.
- In this crucial role, you will work closely with attorneys and clients in the preparation of estate planning documents and management of estate and trust administration matters.
- Client Communication: Communicate with clients to gather essential information for estate planning purposes and provide regular updates on estate and trust administration matters, offering compassionate and professional assistance during emotionally challenging times.
- Probate and Trust Administration: Assist in probate and trust administration processes by preparing and filing court documents, maintaining case calendars, compiling data, and preparing accountings, assisting with tax documents and deadlines, and facilitating asset transfers to beneficiaries.
- Legal Research: Conduct legal research to support estate planning and probate matters, staying up to date with relevant laws and regulations.
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