Opening: Estate Administration/Probate Paralegal
Location: Winston-Salem, NC 27101
Type : Direct Hire
Pay: $55k-$65k (depends on years experience)
Hours: 8:00-5:00 OR 8:30-5:30
Fully on-site
Main Practice Areas:
- Affordable Housing and Community Development
- Business Bankruptcy and Creditor’s Rights
- Business Law
- Civil Litigation
- Commercial Lending and Financial Institution Services
Certifications: Notary Public preferred
Years experience: 2+ years – preferably in Estate Planning / Probate (ALL APPLICANTS MUST HAVE)
Total Population Size: 65
Size of Team they support: 3 Attorneys on the Estate Planning team
Responsibilities:
- Secure documents related to the client’s estate
- Assist in valuing the assets in the estate
- Drafting estate documents for the attorney’s review (wills, powers of attorney, healthcare directives, and living wills)
- Prepare documents and assist with creating and transferring assets into trusts to ease the probate process
- Preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices)
- Filing life insurance claims and other death benefits
- Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings
- Administering estate accounts and assisting with the liquidation and transfer of property
- Preparing and filing the decedent’s final income and tax returns
- Participating in the administration of guardianships and trusts
- Assisting with name changes and adoption proceedings
Requirements:
- Minimum 2 years of estate administration/NC probate experience
- A two-year degree from an accredited institution with an emphasis on business or accounting, or a combination of relevant experience and education preferred
- Recent law firm experience
- Ability to prioritize assignments from multiple attorneys
- Interpersonal skills in order to communicate appropriately with a diverse and demanding group of clients and professionals
- Working knowledge of accounting and Excel
- Positive references from current or former employers