Paralegal - Probate & Trust Administration
Company: Aspen Careers, LLC
Location: Cleveland
Posted on: May 29, 2023
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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
Company
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
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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