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Estate Planning Paralegal

VirtualVocations
El Cajon, California, United States
Full-time

A company is looking for a remote Estate Planning Paralegal specializing in special needs trusts, conservatorships, and estate administration.

Key ResponsibilitiesOpen new client files and prepare Conservatorship forms for submission to the Probate CourtReview accountings of Court supervised trusts and prepare petitions for their approvalManage required notices, filings, and maintain communication with clients, vendors, and the CourtsRequired QualificationsPossess a degree from an accredited paralegal program or a bachelor's degree3+ years of experience working in ConservatorshipsUnderstanding of multiple county probate court systemsExperience with Smokeball softwareExtensive experience with billing and time recording

5 days ago
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