Estate Planning and Probate Paralegal
Ryan, Swanson is seeking a full-time paralegal to join its estate planning and probate team. The expectation is that the paralegal will be familiar with all information the attorney has, including correspondence, pleadings and interoffice memos. The paralegal will perform a variety of duties to assist attorneys in all areas of estate planning and probate-related work, including but not limited to:
- Assisting attorneys with estate planning and documents to facilitate the planning, probate, and administration of estates and trusts, preparing estate related tax returns, and assisting with guardianships.
- Participating in original conferences and explaining procedures to clients.
- Preparing initial court pleadings, including Petitions, Orders, Oath, Notice of Appointment, Probate Notice to Creditor, Declinations, and other court documents as required.
- Appearing in court to enter probate and electronically filing court documents.
- Obtaining valuation of securities and appraisals of real and personal property, and preparing inventories.
- Transferring and distributing assets to beneficiaries.
- Preparing Personal Representative’s Deeds, Quit Claim Deeds and Real Estate Excise Tax Affidavits, and recording documents.
- Bookkeeping for various client matters and assisting with drafting correspondence and various required documents under the supervision of an attorney.
- Maintaining regular contact with clients and attorneys throughout proceedings and matters.
- Performing tasks associated with Trusts such as determining segregation of principal and income, setting up accounts and other investments, and making distributions.
- Performing tasks associated with guardianships, such as the preparation of routine forms, petitions, orders and notices, setting up guardianship accounts and transferring assets.
Paralegals are expected to keep accurate time records to meet the firm’s billable hour requirement.
In addition to exceptional skills and strong verbal and written communication skills, the ideal candidate will be proficient in Microsoft software. Excellent organizational skills, attention to detail, and the ability to meet deadlines are crucial to success.
Approximately six years on the job experience as an estate planning and probate paralegal, or three years of experience as a paralegal and three years of estate planning and probate experience are required.
To apply, please send a cover letter and resume to [email protected].
Ryan, Swanson & Cleveland, PLLC is an equal opportunity employer, offering employment without regard to race, gender, age, religion, ancestry, national origin, sexual orientation, genetic information, disability, military or veteran status, or any other legally protected status.