Estate Administration Paralegal

Craige Jenkins Liipfert & Walker LLP; Winston-Salem (NC); On-site; USD 52,000 - 64,000; Full time

Benefits offered by this job

Health, vision, dental, life, and long

Job summary

Craige Jenkins Liipfert & Walker LLP in Winston-Salem, NC seeks a full-time paralegal for estate administration. You will support attorneys by preparing accountings, drafting correspondence, and managing probate files from opening through closing.

Ideal candidates are detail-oriented, able to interact with clients, and organized. Law firm experience is welcome but not required; a paralegal degree or certification is preferred.

Qualifications

• Ability to work independently and within a team.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office.
• Law firm experience preferred but not required.
• Certification or degree in paralegal studies or a related field preferred but not required.
• Health, vision, dental, life, and disability insurance.

Responsibilities

• Meet with clients and the responsible attorney during initial conferences to review the decedent’s assets, beneficiaries, and the overall estate administration process.
• Keep track of filing deadlines for estate administration files.
• Regularly correspond with clients in a professional and timely manner.
• Be involved in all aspects of the estate administration process, including but not limited to: obtaining taxpayer identification numbers for trusts and estates; preparing and publishing creditor notices; obtaining date-of-death values for decedents’ assets; researching real property records; opening, monitoring, and closing estate checking accounts; assisting with paperwork for non-probate assets, including assets passing via beneficiary designation form or transfer-on-death designation; preparing inventories and accountings; drafting petitions to be filed with the court as needed; and assisting the attorney with tax compliance matters related to a decedent’s trust or estate.
• Administrative tasks, including e-mailing, scanning, printing, and filing.
• Handle confidential and sensitive client information with care and professionalism.
• Proactively follow up with attorneys and clients.
• Notarize documents as necessary.

Skills

Detail-oriented

Oral communication

Written communication

Education

Paralegal studies degree

Paralegal certification

Tools

Microsoft Office

Job description

Craige Jenkins Liipfert & Walker LLP is the oldest law firm in North Carolina, established in 1832, with a deep commitment to serving clients across generations. Based in Winston-Salem, NC, the firm is recognized as a pre-eminent law firm in the state and prides itself on its tradition, excellence, and dedication to client service. Our attorneys, including certified specialists in various legal areas, prioritize continuing education to provide exceptional legal expertise. We focus on practice areas such as Estate Planning, Probate Law, Elder Law, Real Estate, and Family Law, among others. The firm's legacy and reputation are built on its longstanding ties to the community and a history of outstanding legal service.

Job Summary:

We are seeking to hire a full-time paralegal to join our estate administration practice group.Ideal candidates will be detail-oriented, comfortable interacting with clients, and organized.This position will involve providing comprehensive support to estate administration attorneys by preparing accountings, drafting correspondence, communicating with clients effectively, and managing probate files from opening through closing.

Responsibilities/Job Duties:

• Meet with the clients and the responsible attorney during initial conferences to review the decedent’s assets, beneficiaries, and the overall estate administration process.
• Keep track of filing deadlines for estate administration files.
• Regularly correspond with clients in a professional and timely manner.
• Be involved in all aspects of the estate administration process, including but not limited to: obtaining taxpayer identification numbers for trusts and estates; preparing and publishing creditor notices; obtaining date-of-death values for decedents’ assets; researching real property records; opening, monitoring, and closing estate checking accounts; assisting with paperwork for non-probate assets, including assets passing via beneficiary designation form or transfer-on-death designation; preparing inventories and accountings; drafting petitions to be filed with the court as needed; and assisting the attorney with tax compliance matters related to a decedent’s trust or estate.
• Administrative tasks, including e-mailing, scanning, printing, and filing.
• Handle confidential and sensitive client information with care and professionalism.
• Proactively follow up with attorneys and clients.
• Notarize documents as necessary.

Required Qualifications:

• Ability to work independently and within a team.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office.
• Law firm experience preferred but not required.
• Certification or degree in paralegal studies or a related field preferred but not required.
• Health, vision, dental, life, and disability insurance.