Estate Administration Paralegal: Detail-Driven & Client-Focused

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 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.