What are the responsibilities and job description for the Probate Paralegal position at Purcell, Flanagan & Hay, P.A.?
Purcell Flanagan & Hay, P.A. is seeking a full time probate paralegal.
Responsibilities will include assisting with all phases of estate and trust administration
- Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
- Monitor and maintain the estate administration and trust administration
- Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
- Gather information regarding the assets and debts of an estate and/or trust
- Marshalling and transfer of assets
- Gather information needed for preparation of tax returns required for an estate and trust administration and initial preparation of related tax returns
- Preparation of estate/trust accountings
- eFiling of documents in various counties
- Contacts court administration and regulatory bodies as needed to fulfill job assignment
- Must be an independent, proactive, organized, and diligent worker and able to work with minimal direction
- Must be able to respond quickly and positively to shifting demands and opportunities
- Must be able to multi-task and handle voluminous workflow, work under tight deadlines, balance multiple, detailed tasks simultaneously and prioritize appropriately
- Must be able to create positive working relationships and effectively communicate with all parties in the transaction
- Must demonstrate strong analytical and problem-solving skills
- Must possess excellent writing and verbal skills
- Must be detailed oriented and be able to prioritize daily tasks and responsibilities
- Experience with tax and estate administration software programs a plus
- Minimum of 2 years of trust and estate related experience
- Minimum of 2 years of college, Paralegal Certificate or equivalent work experience (preferred)
- Excellent computer skills required specifically Microsoft Office and Adobe.
Benefits:
- 401(k)
- Health insurance (including optional dental, vision, and life)
- Paid time off
Employment Type
Full-time
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