Estate Planning Paralegal

September 25

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Zirtual

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personal assistants • executive assistants • concierge • virtual assistants • delegation

201 - 500

💰 $650k Debt Financing on 2015-07

Description

• Zirtual has partnered with a top Estate Planning firm to find the right 1099 remote paralegal for their office. • Our paralegal will work alongside counsel and a collaborative and supportive legal team in all phases of our conservatorship, special needs planning, trust administration and estate planning matters. • The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. • The paralegal must have consistent and proactive communication with clients and the Account Supervisors. • POSITION SUMMARY: Remote Estate Planning paralegal - specializing in special needs trusts, conservatorships and estate administration. • Responsibilities include opening new client files, preparing conservatorship forms, and reviewing accountings of court supervised trusts.

Requirements

• Possess a degree from an accredited paralegal program OR a bachelor’s • 3+ years of experience working in Conservatorships • Understanding of multiple county probate court systems • Experience with Smokeball software • Significant experience with office management systems and procedures, as well as with office equipment, such as printers and fax machines • Extensive experience with billing and time recording • Good practical experience with MS Office, Adobe Acrobat • Strong time management and problem solving skills with the ability to prioritize work • Outstanding written and verbal communication skills, with close attention to detail

Benefits

• Compensated a 1099 independent contractor • $30 per hour