Job ID: 50000
Location: Bluffton , South Carolina
Employment Type: Direct Hire
Last Updated: 2 days ago
Our client, an established law firm, is seeking an experienced Probate/Estate Planning Paralegal in their Bluffton, SC office.
Job Description:
- Review and respond to initial correspondence from clients and attorneys with information regarding the scope of work, fees, and expenses related to estate administration
- Review and analyze estate documents including, wills, deeds, death certificates, trust agreements, affidavits, and estate tax returns
- Assist with the coordination and identification of personal and real property estate assets, heirs and devisees
- Assist in search of documentation or coordination of appraisals to determine date of death valuations of estate assets and real property
- Prepare petitions, documents, and correspondence required to open ancillary administrations and in-state administrations, obtain appointment of personal representative(s), and follow through to closing of estate by Probate Court and Taxing Authorities
- Prepare correspondence and applicable documents, including court documents, to beneficiaries to report on status of administration
- Prepare property transfer documents, including deeds, deeds of distribution, and attorney affidavits for filing with the Register of Deeds Review date of death valuations and preparation and coordination of Non-Resident Tax Notices to probate Judge, estate tax returns, and related correspondence to Taxing Authorities
- Prepare requests for disbursement of expenses related to estate administration
- Reconcile monthly estate valuations
- Coordinate appointments, assemble and distribute documents to clients, and log and store documents
Qualifications:
- Bachelor’s degree, paralegal certification or degree, and/or an equivalent combination of education and experience
- Two or more years of probate/estate planning experience
- Knowledge of legal process, principles and practices required in probating estate assets and responsibilities of personal representatives with regard to estate tax procedures for decedents
- Highly organized, detail-orientated, proactive with a desire to take ownership as a
- Strong communication, drafting and writing skills
- Proficiency with Microsoft Word and Outlook
