What are the responsibilities and job description for the Trust Administration Paralegal position at Law Offices Of David L Carrier P C?
Statement of Purpose:
The Trust Administration Paralegal must accurately and efficiently administer trusts and estates. This person will be a well-spoken, motivated, organized, and friendly individual with a genuine desire to help families through an extremely difficult time.
The applicant will be a hard-working professional able to manage the multitude of paperwork and legal documents that come with settling an estate. This person must also have the capability of working with a high degree of attention to detail and must be able to work diligently under pressure.
Objectives, tasks, duties, functions & responsibilities:
- Meet with clients, take phone calls, answer emails.
- Call various financial institutions, life insurance companies, and financial advisors.
- Draft documents, deeds, correspondence to clients, beneficiaries, Agreement and Release forms, etc.
- Research properties, confirming ownership.
- Coordinate distribution for beneficiaries.
- Record deeds / mortgages / release of mortgage.
Education Required: Bachelor’s Degree or equivalent in work experience
Qualifications / Specific Skills required: .
- At least 1 year of experience in Probate / Trust Administration
- Proficient in all Microsoft office programs
- Excellent communication skills both verbal and written
Work Location: Grand Rapids, possibly other office locations (Portage, Norton Shores, and Holland as needed and infrequently)
**This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.