Probate Paralegal

Socket.dev; Sheffield Township (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Gembala, McLaughlin & Pecora Co., LPA is seeking a probate paralegal to support its Estate Administration and Probate Department. The role involves opening estates, managing administration from start to finish, preparing/filing court documents, asset valuation, beneficiary notifications, fiduciary accountings, and tax return preparation.

The ideal candidate will have probate administration experience, strong written and oral communication skills, attention to detail, and the ability to multitask

Qualifications

• Experience in Probate Administration and understanding of probate procedures.
• Excellent written and oral communication skills.
• Attention to detail and willingness to take ownership of assigned tasks.
• Ability to multitask in a fast-paced environment.
• Strong organization, time management, and project management skills.
• Commitment to professionalism, collegiality, and teamwork, along with ability to work independently on various projects

Responsibilities

• Prepare, file, and serve probate petitions, inventories, and final accounts.
• Manage the probate process from opening to closing, including asset inventory and beneficiary communications.
• Coordinate with financial institutions for asset information and tax valuations.
• Act as primary contact for fiduciaries and beneficiaries, providing updates.
• Track court deadlines, hearings, and tax filing dates.

Skills

Probate administration

Court procedures

Client communication

Multitasking

Time management

Attention to detail

Independence

Team collaboration

Job description

Description

Gembala, McLaughlin & Pecora Co., LPA is a full-service law firm seeking a probate paralegal to join its Estate Administration and Probate Department. This candidate will assist the attorneys in opening estates from start to finish, including but not limited to managing the administration of deceased persons' estates, preparing/filing court documents, handling asset valuation, beneficiary notifications, fiduciary accountings, and tax return preparation.

Key Responsibilities and Duties:

• Court Filings & Procedures: Preparing, filing, and serving probate petitions, inventories, and final accountings with the probate court.
• Estate Administration: Managing the probate process from opening to closing, including inventorying assets, communicating with beneficiaries, and transferring titles.
• Asset Management: Compiling financial information, coordinating with financial institutions, and assisting with tax valuations.
• Client Communication: Acting as a primary contact for fiduciaries and beneficiaries, providing updates, and gathering information.
• Calendar Management: Tracking court deadlines, hearings, and tax filing dates.

This candidate should possess the following skills:

• Handle probate and trust administration cases;
• Independently manage assigned cases and docket;
• Work effectively with other firm attorneys and professional staff;
• Provide timely and professional communications to clients;
• Effectively manage the attorneys schedule and upcoming court deadlines.

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Requirements

Ideal candidate will possess the following qualifications:

• Experience in Probate Administration and understanding of courts probate procedures;
• Excellent written and oral communication skills;
• Attention to detail and willingness to take ownership of assigned tasks;
• Ability to multitask in a fast-paced environment;
• Strong organization, time management, and project management skills;
• Commitment to professionalism, collegiality, and teamwork, along with ability to work independently on various projects