EST. 1979

Paralegal - Estate Planning

24 Aug 2022 3:01 PM | Julie Johnson (Administrator)

Growing full-service estate planning law office seeking an experienced estate planning paralegal.  Duties include but are not limited to: Review current estate plan provisions and advise attorney regarding necessary revisions and updates, and prepare PowerPoint diagram of estate plan and asset chart in Excel; draft ancillary documents using internal forms and create answer files for trusts within drafting software; maintaining electronic calendar reminders and updating the drafting list; follow-up with attorneys to ensure drafting assignments are timely met; review drafts to ensure all documents are in final form; assist with preparing binders; review documents with clients and act as notary public at executions; assist client with change of beneficiary forms; ongoing support to clients and assist with funding documents; record deeds and coordinate preparation and recording of out-of-state deeds; formation of entities including drafting entity formation documents; prepare and file annual reports with the Secretary of State; draft special minutes for corporate activities and documents for board meetings.

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