01/12/2023
Position Title: Paralegal - Trusts & Estates (Cleveland, OH)
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 2022” 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 assist attorneys, other paralegals and firm members with all aspects of estate planning and trust administration work. You will work closely with attorneys, clients, and other paralegals on all phases of 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 preferred. 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, Office, and Publisher.
Ready to apply? Have questions or want to hear more? We are happy to help! For immediate and confidential consideration please forward your resume to [email protected] or call our office at 614-992-1010.