Description & Requirements
Womble Bond Dickinson (US) LLP is currently seeking a talented Trusts & Estates paralegal to join the Firm's Charlotte, NC office.
The position requires an understanding of and experience in the field of estate planning and / or estate administration as well as experience drafting estate planning documents and probate forms, including accountings, required by the probate court preferred.
RESPONSIBILITIES :
Meet with clients, trustees and family members and c
ommunicate with beneficiaries
Draft standard and complex estate planning documents, including wills, trusts, powers of attorney, irrevocable trust agreements, trust resolutions and operating agreements and partnership agreements for investment partnerships.
Strong consideration given to candidates proficient with document drafting software systems.
Prepare deeds, asset spreadsheets and probate pleadings
Organize and analyze asset information
Prepare inventories, asset allocation agreements and asset transfer documents
Prepare federal estate tax returns and gift tax returns
Read and interpret wills and trust instruments
Prepare and file all documents required to probate wills
Prepare receipt and release agreements, disclaimers, affidavits, accounting petitions
Ensure proper indexing and filing of original documents
Review bank statements; notarize documents; and organize and maintain client files
Assist with special projects as needed
REQUIREMENTS :
Bachelor's Degree preferred
Five to ten years related experience in a mid or large-sized law firm preferred
Excellent writing and interpersonal communication skills
Strong project management skills with attention to detail and deadlines
Strong organizational skills with ability to prioritize project requirements
Ability to work collaboratively in a team environment with a client service focus
Proficient in the use of Microsoft Outlook, Word and Excel
Knowledge of Probate process and rules, use of judicial council forms
An Equal Opportunity / Affirmative Action / Pro Disabled and Veteran Employer.
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