Job Description
Job Description
Primary Estate Planning Responsibilities
- Prepare drafts of estate planning documents, notate questions for reviewing attorney, and if necessary, request missing information from clients.
- Review completed drafts of estate planning documents with clients.
- Format and finalize documents for client signings.
- Supervise the signing of estate planning documents.
Primary Probate Responsibilities
Manage a probate file from open to close, including communications with client, court, and ancillary parties. This is the most important responsibility.
This means that deadlines are met, clients know what is going on, and files do not get back shelved. Subtasks include :
- Prepare drafts of probate documents for attorney review.
- Assist clients with estate administration tasks, including but not limited to, inventorying assets, coordinating appraisals, collecting assets, and addressing creditor claims.
- Conduct legal research
- Maintain and organize file
- Assist clients with opening restricted depository accounts.
- We are a white-glove firm that assists clients to the greatest extent possible.
- Assist clients with the administration of non-probate assets.
Primary Guardianship Responsibilities
Manage a guardianship file from open to close, including communications with clients, court, and ancillary parties, with minimal attorney support.
This is the most important responsibility. This means that deadlines are met, clients know what is going on, and files do not get back shelved.
Timely and accurate preparation and filing of guardianship reports.
General Responsibilities
- Maintain client files : Organize and maintain electronic and physical client files, ensuring proper storage and retrieval of documents.
- Develop, improve, and document policies and procedures regularly.
- Accurately record your time each day.
- Pursue continuing legal and non-legal education : Attend workshops, seminars, or courses to stay current on probate law developments and best practices.
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