Trusts and Estates Paralegal
Company: Brennan Manna Diamond
Location: Beachwood
Posted on: September 21, 2023
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Job Description:
Brennan Manna & Diamond is now hiring a Trusts and Estates
Paralegal. This position will assist an Estate Planning and Estate
and Trust Administration Attorney in our Beachwood office. You will
report to the Office Manager and Chief People Officer.Experience
Requirements & Education: --- Prior experience with estate
administration and probate--- Familiarity with Estate Planning a
plus--- Experience in a law firm is requiredResponsibilities:---
Communicate professionally and promptly with BMD personnel,
clients, and external contacts at all times.--- Excellent customer
service.--- Preparation and filing of probate and trust
administration documents, fiduciary accountings and related
notices.--- Familiarity with estate and trust tax returns including
1041, 709, and 706 forms a plus.--- -Review bank statements and
prepare annual trust and estate accountings.--- Assist in
distribution of estate assets, the funding of sub-trusts, and
distributions to beneficiaries in outgoing trust
administrations.--- Manage a variety of Probate Court cases from
start to finish.--- Maintain probate administration files including
deadlines.Skills:--- -Great attention to detail.--- Team-oriented
mindset.--- -Well versed in Microsoft Office: -Excel, and Word.---
-Excellent written, oral, reporting, and mathematical skills.---
-Outstanding customer service skills and matching attitude.---
Strong organization and analytical skills.--- -Ability and
willingness to maintain confidentiality.--- Ability to manage
multiple projects simultaneously.--- Familiarity with Ohio
county-specific probate rules and procedures.--- -Ability to lift a
maximum of 20 pounds.Work Hours:--- Monday-Friday--- In office
positionWe are an Equal Opportunity Employer. -
Keywords: Brennan Manna Diamond, Cleveland , Trusts and Estates Paralegal, Legal , Beachwood, Ohio
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here to apply!
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