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Trusts and Estates Paralegal

Company: Brennan Manna Diamond
Location: Beachwood
Posted on: September 21, 2023

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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