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Paralegal - Probate & Trust Administration

Company: Aspen Careers, LLC
Location: Cleveland
Posted on: May 29, 2023

Job Description:

Aspen Careers is partnering with a law firm located in Cleveland, Ohio to fill the following position:

Position Title - Paralegal - Probate & Trust Administration - Cleveland, Ohio

Our client is a top, full-service law firm that focuses on delivering excellent client service by providing forward-thinking, creative solutions to complex legal problems. Named a "Top Workplace by the Plain Dealer, this firm should definitely be on your short list of potential employers.

How this employer shows appreciation

  • Competitive salaries with annual reviews
  • Annual holiday bonus program
  • Strong benefits and PTO programs.
  • Remote work flexibility
  • 401k with matching contributions
  • Flexible starting times

    The Role You Will Play:
    You will work closely with attorneys, clients, and other paralegals on all phases of probate, trust and estate administration, to include the following: marshalling, organizing and analyzing asset information; valuation of assets and strategizing allocation to subtrusts; preparation of inventories, asset allocation agreements, asset transfer documents and forms; researching and drafting grant deeds, trust transfer deeds, and supporting documents; drafting probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, etc.; and assisting with Estate and Gift Tax return preparation.

    Background Profile:
    Paralegal Certification from an ABA approved program is required. 3+ years experience in trust, estate or probate administration in a law firm is required. Should have ability to disseminate information from bank, brokerage, and other financial statements. Familiarity with local court rules and procedures is essential. Should be proficient with MS Word, Excel, Outlook and Publisher.

Keywords: Aspen Careers, LLC, Cleveland , Paralegal - Probate & Trust Administration, Legal , Cleveland, Ohio

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