Probate Paralegal

Job Description

Job Description

Salary:

JOB OVERVIEW
Coolidge Wall Co., L.P.A., is currently recruiting a Probate Paralegal who is looking to join an established team of respected attorneys in our Dayton, Ohio location.

ABOUT THIS POSITION
The Probate Paralegal will support attorneys in all phases of trust, estate, and probate administration, including case management, court filings, client communication, asset collection and transfer, and preparation of related legal documents. Coolidge Wall has a large secretarial support staff to assist in making our attorneys and paralegals highly productive.

• Paralegal certificate or associates degree with 5+ years experience in probate, estate administration, and trust administration
• Must have recent experience with probate administration in Ohio
• Experience preparing federal estate and gift tax returns
• Strong knowledge of probate procedures, court filings, deadlines, and legal documentation
• Exceptional attention to detail, strong organizational skills, and problem-solving skills
• Ability to work independently, multi-task, manage competing priorities, and collaborate effectively with attorneys and staff
• High proficiency in the use of Microsoft Office software, specifically Excel, probate and trust administration software, and tax preparation software
• Familiarity with probate case management systems and document management platforms (i.e. Estate Assist, GEMS, NetDocs)
• Strong written and verbal communication skills

JOB RESPONSIBILITIES

• Assist with all phases of trust administration, testamentary trusts, and estate administration matters from opening through closing
• Prepare, file, and coordinate services of probate pleadings, applications, notices, inventories, accountings, and final distribution documents
• Prepare error-free and court-ready probate documents with a high level of accuracy
• Communicate with clients, beneficiaries, courts, financial institutions, title companies, government agencies, CPAs, and other third parties regarding estate matters
• Assist with identifying, collecting, valuing, transferring, and distributing estate and trust assets
• Assess and manage creditors claims, payment coordination, and preparation of related documentation
• Prepare federal estate tax returns
• Monitor and manage case progress and checklists, deadlines, and track required follow-up to ensure timely completion and fulfillment of deadline requirements
• Prepares and records deeds and other real property transfer documents
• Assists with preparation of guardianship and conservatorship petitions
• Ensures compliance with probate court procedures, local rules, and filing requirements

ABOUT OUR CULTURE
Our employees enjoy a team-focused environment with bonus pay based on work performance. We encourage our employees to make a career out of their decision to join Coolidge Wall Co., L.P.A., as we enjoy and value long-term relationships with our clients, employees, and community.

BENEFITS
We offer a generous compensation and benefits package. Compensation will commensurate with experience and include a bonus structure based on productivity. Benefits include medical, dental, vision, 401(k) plan with matching, Profit-Sharing, STD, LTD, paid Parental Leave, Life Insurance, HSA, FSA, Dependent Care FSA, Mental Health programs, and employee referral bonus program.

For more information about our firm, please visit

Coolidge Wall Co., L.P.A. is proud to be an equal opportunity employer.