Estate Planning Paralegal

Summary

Join Zirtual as a remote Estate Planning paralegal specializing in special needs trusts, conservatorships, and estate administration. This part-time position requires 140 hours of work per month.

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

Responsibilities

• Opening new client files
• Prepare all Conservatorship forms and ready them for submission to the Probate Court
• Review accountings of Court supervised trusts and prepare petitions for their approval
• Manage required notices, filings, and obtain tentative rulings for Court matters
• Heavy communication with clients, vendors, third parties and the Courts
• Understanding of multiple county probate court systems
• Assist in the preparation of estate planning documents including Deeds
• Assist in Trust Administration process
• Record and perfect time entries daily within the firm’s case management system

Benefits

Compensated a 1099 independent contractor