Estate Planning Paralegal

New

Special Counsel is currently recruiting a Temporary Estate Planning Paralegal for a regional law firm headquartered in Cleveland.  This is a 6 to 8 month assignment.  Benefits are available.

Responsibilities:

  • Maintain and safeguard of all estate planning documents
  • Review and outline current client estate plans for clients for attorney review
  • Draft minor estate planning documents such as Wills Codicils, Trust Amendments, Power of Attorney(Healthcare and Financial), Tangible Personal Property memorandum, etc. for attorney review
  • Supervise or witness execution of wills, trusts, living wills, powers of attorney and other estate planning documents; review these documents to ensure all necessary signatures
  • Assist clients, where desired, with pre-death planning, including tangibles inventories and funeral planning, and probate avoidance, including re-titling property where necessary
  • Provide assistance, where desired, in the operation of a Delaware private trust company
  • Preparation of probate court documents including opening and closing court papers, inventories and accounts, beneficiary and creditor notices
  • Administration of probate estates and funded trusts, including the collection and transfer of assets, the payment of debts and administration of expenses and the distribution of assets to beneficiaries
  • Preparation of federal estate tax returns.
  • Work with tax department in the preparation of federal and state income tax returns for individuals, estates and trusts and federal gift tax returns.
  • Qualifications

  • A Bachelor's Degree, Paralegal Certificate or equivalent
  • Law firm or Accounting firm experience
  • A minimum of 5 years estate planning experience
  • Notary Public
  • Would you like to learn more about the Temporary Estate Planning Paralegal Job that Special Counsel is recruiting for in Cleveland, Ohio?  If so, then please submit your resume below.  Or, visit our website at www.specialcounsel.com to apply or consider other available opportunities with us.  Please follow me on Twitter @cherylnjacobs for additional career opportunities. 

    Equal Opportunity Employer Minorities/Women/Veterans/Disabled



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